Unclaimed Profile

Judith Lynn Mcdaniel

AFA INC.·LAWRENCE, Kansas

SIE, Series 1, Series 7, Series 63ChFC39 years registeredAFA INC.

3705 CLINTON PARKWAY, LAWRENCE, KS 66047-3051CRD# 706142Firm CRD# 114412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Judith Lynn Mcdaniel · LAWRENCE, KS

Registration

CRD #706142 · AFA INC. · 39 years registered

Brand Profile

Not yet started

Career History

AW SECURITIES

Apr 2023 – present

ALLWORTH FINANCIAL, L.P.

Apr 2023 – present

CETERA ADVISOR NETWORKS LLC

Mar 2006 – Apr 2023

LAWRENCE, KS

COMMONWEALTH FINANCIAL NETWORK

May 2001 – May 2003

LAWRENCE, KS

AFFINITY FINANCIAL ADVISORS

Jun 1987 – Aug 2023

LAWRENCE, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 63

Registration record

First registered · June 29, 1987

Years registered · 39

Professional designation · ChFC

Disclosure History

2007Customer Dispute·Closed-No Action

1982Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AFA INC.

CRD 114412 · SEC 801-62611

AUM

$466M

Regulatory assets under management

Employees

2,278 client accounts

Services offered by AFA INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AFA INC. →

Introduction

Speak with Judith

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Judith is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAWRENCE?

Browse all registered financial advisors in LAWRENCE, Kansas or claim this profile if it's yours.

Browse LAWRENCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Judith Lynn Mcdaniel offer?

Judith Lynn Mcdaniel specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.

What are Judith Lynn Mcdaniel's credentials?

Judith Lynn Mcdaniel holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Judith Lynn Mcdaniel located?

Judith Lynn Mcdaniel is based in LAWRENCE, Kansas, working with AFA INC.. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.

How does Judith Lynn Mcdaniel charge for services?

Judith Lynn Mcdaniel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFA INC.?

AFA INC. has approximately 22 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →