DanielPappas- Financial Advisor Tampa, FL

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About Daniel Pappas

DWF Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with professional advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.

We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.

See Disclosures

General Information

Firm Start Year

1989

CRD#

3142839

Firm CRD#

6413

Insurance License#

D045585

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 6, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Based on Assets

Education

Public Administration -

University of Central Florida
08/23/1993 -12/12/1997

Disclosures

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Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and DWF Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Daniel Pappas

DWF Wealth Management