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Daniel Alan Sellers

Advisor at Private Advisor Group, LLC — Mc Minnville, TN

Updated today

Credentials

Series 66

Experience

12 years

Location

McMinnville, TN 37110

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

922

Across 419 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Daniel Sellers is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Edward Jones and Waddell & Reed before joining Private Advisor Group and LPL Financial in 2020. Sellers is involved in an insurance agency business alongside his advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

See office

Mc Minnville, TN

1511 Sparta St

Mc Minnville TN 37110

Advisors at this office

2

Most active in

Tennessee · Texas

Work history

12 years of industry experience

Private Advisor Group, LLC

2020 - Present • 6 years

McMinnville, TN

LPL Financial, LLC

2020 - Present • 6 years

McMinnville, TN

Edward Jones

2014 - 2020 • 6 years

St Louis, MO

Waddell & Reed

2014 - 2014 • 1 year

Nashville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kelvin D

Series 63, Series 65

McMinnville, TN

DMK Advisor Group, Inc.

Kelvin Douglas is a financial advisor at DMK Advisor Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance and Douglas & Lanier Agency, where he serves as Vice President. In addition to his advisory role, Douglas manages operations at Douglas & Lanier Agency, a property, casualty, life, and health insurance provider. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm employs a blend of technical and fundamental analysis in managing discretionary and non-discretionary accounts, and uniquely combines registered broker-dealer activities with investment advisory services and insurance product offerings.

Wealth management Active portfolio management
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Celia C

Series 63, Series 66

McMinnville, TN

Private Advisor Group, LLC

Celia Cayce is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines technology platforms with multiple investment strategies and offers managed account solutions through both proprietary and third-party providers.

Annuities Founder/Business Owner
user avatar

Stephen K

Series 66

McMinnville, TN

OSAIC Institutions, INC.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank, where he serves as Senior Vice President of Wealth Management. Keck is also a board member and treasurer of Rotary International. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Wendy K

Series 66

McMinnville, TN

OSAIC Institutions, INC.

Wendy Kell is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She holds a Series 66 designation and has worked with Infinex Investments, Inc. since 2015. In addition to her advisory role, Kell serves as a board member and backup bookkeeper for Covenant Academy, a private children’s school, and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Vanessa C

Series 63, Series 65

McMinnville, TN

Edward Jones

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ethan S

Series 66

McMinnville, TN

LPL Financial

Ethan Smith is a financial advisor with LPL Financial in McMinnville, TN. He holds a Series 66 designation and has experience in the financial services industry dating from roles at First National Bank of Middle TN and Southeast Retirement Planners Inc. Prior to his advisory roles, he worked in education at Lenoir-Rhyne University and Warren County High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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