AdvisorOS Directory
Claim Profile
LD

Linda Collier Daniels

WHITENER CAPITAL MANAGEMENT, INC·ROCKY MOUNT, North Carolina
Unclaimed Profile
105 CANDLEWOOD ROAD, ROCKY MOUNT, NC 27804CRD# 2142373Firm CRD# 106865
01

About

Linda Collier Daniels is a registered financial advisor based in ROCKY MOUNT, North Carolina, affiliated with WHITENER CAPITAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITENER CAPITAL MANAGEMENT, INC
WHITENER CAPITAL MANAGEMENT, INC
AUM
$409M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WHITENER CAPITAL MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2142373
Firm CRD# 106865
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKY MOUNT?

Browse all registered financial advisors in ROCKY MOUNT, North Carolina or claim this profile if it's yours.

Browse ROCKY MOUNT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda Collier Daniels offer?
Linda Collier Daniels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKY MOUNT, North Carolina for a consultation.
What are Linda Collier Daniels's credentials?
Linda Collier Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Collier Daniels located?
Linda Collier Daniels is based in ROCKY MOUNT, North Carolina, working with WHITENER CAPITAL MANAGEMENT, INC. Their office serves clients in the ROCKY MOUNT metropolitan area and surrounding communities.
How does Linda Collier Daniels charge for services?
Linda Collier Daniels's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITENER CAPITAL MANAGEMENT, INC?
WHITENER CAPITAL MANAGEMENT, INC has approximately 10 employees and manages $409M 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 →
Other advisors in ROCKY MOUNT
Richard Lee Sanford — WHITENER CAPITAL MANAGEMENT, INCAngela Rhodes Hill — WHITENER CAPITAL MANAGEMENT, INCRichard Robinson Allen — WHITENER CAPITAL MANAGEMENT, INCCarolyn Logan Whitener — WHITENER CAPITAL MANAGEMENT, INCWalter Brodie Burwell — WHITENER CAPITAL MANAGEMENT, INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile