DW
Daniel Wheless
from Awm Financial Services Inc.
Daniel Wheless is a financial advisor based in Texas, The Woodlands,
with 25 years of experience. Daniel currently works for
Awm Financial Services Inc..
Daniel maintains a S65 license (Uniform Investment Adviser 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 Wheless works at Awm Financial Services Inc.
Awm Financial Services Inc. is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $172,309,075 of assets under management and employs about 11 people. Awm Financial Services Inc. uses a fee structure of a percentage of assets under your management, hourly charges and administrative and technology fee.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and administrative and technology fee
Office location
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, Texas, 77380
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