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Daniel Joseph Neeley

HAROLD W. DANCE INC.·LOGAN, Utah
SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOPFSClean record18 years registeredHAROLD W. DANCE INC.
72 E CENTER STREET, LOGAN, UT 84321CRD# 5556337Firm CRD# 1582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Neeley · LOGAN, UT
Registration
CRD #5556337 · HAROLD W. DANCE INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

HAROLD DANCE INVESTMENTS
Jun 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Series 99TO
Registration record
First registered · June 24, 2008
Years registered · 18
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAROLD W. DANCE INC.
CRD 1582 · SEC 801-129647
AUM
$119M
Regulatory assets under management
Employees
7
207 client accounts
Services offered by HAROLD W. DANCE INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HAROLD W. DANCE INC. →
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Frequently Asked Questions

What services does Daniel Joseph Neeley offer?
Daniel Joseph Neeley specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Daniel Joseph Neeley's credentials?
Daniel Joseph Neeley holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Joseph Neeley located?
Daniel Joseph Neeley is based in LOGAN, Utah, working with HAROLD W. DANCE INC.. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Daniel Joseph Neeley charge for services?
Daniel Joseph Neeley'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 HAROLD W. DANCE INC.?
HAROLD W. DANCE INC. has approximately 7 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HAROLD W. DANCE INC.

Aaron James Neeley
LOGAN, UT
Stephen F Neeley
LOGAN, UT

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