DC
Daniel Cohen
from Intelliflo Advisers, Inc.
Daniel Cohen is a financial advisor based in Georgia, Atlanta,
with 13 years of experience. Daniel currently works for
Intelliflo Advisers, Inc..
Daniel maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Cohen works at Intelliflo Advisers, Inc.
Intelliflo Advisers, Inc. is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $74,563,760 of assets under management and employs about 4 people. Intelliflo Advisers, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and technology fees based on aum, fees based on overlay services.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and technology fees based on aum, fees based on overlay services
Office location
1331 Spring Street Nw, Suite 2500, Atlanta, Georgia, 30309
Advisor can help with
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