Marc Daner

from Daner Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Marc Daner is a financial advisor based in Georgia, Alpharetta, with 34 years of experience. Marc currently works for Daner Wealth Management, LLC. Marc maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Marc Daner works at Daner Wealth Management, LLC
Daner Wealth Management, LLC is a financial advisory firm based in Alpharetta, Georgia. It currently has approximately $127,100,725 of assets under management and employs about 2 people. Daner Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11475 Great Oaks Way, Suite 340, Alpharetta, Georgia, 30022

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