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Randall Gray Daniel

Advisor at Center For Wealth Management Advisory — Adairsville, GA

Updated today

Credentials

Series 66

Experience

19 years

Location

Adairsville, GA

Center For Wealth Management Advisory logo

Center For Wealth Management Advisory

Team

Total advisors

5

Across 2 offices

Clients per advisor

128 Very High

Avg AUM per client

$354,120 Very Low

HNW client ratio

8% Very Low

About

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Client services

Based on Center For Wealth Management Advisory

Financial planning Portfolio management Pension consulting Hourly consulting

Expertise

Based on Center For Wealth Management Advisory

Business ownership considerations

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Fee options

Fixed

Financial planning flat fees range from $0 to $15,000, negotiable based on complexity.

Percentage

$0+: Up to 2.5% annually (Custom Investment Management I and II) $10,000+: Up to 2.5% annually (Optimum Market Portfolios Program) $25,000+: Up to 2.83% annually (Model Wealth Portfolios Program), includes advisor and strategist fees

Commissions

IARs may receive commissions as registered representatives or insurance agents for sales of securities and insurance products.

Project-based

Hourly consulting services up to $400 per hour.

Other

Account minimum: $100,000 Minimum fee: Minimum investment account size for advisory services is $100,000, but lower amounts can be considered. Fee-only: Financial planning fees negotiated; hourly up to $400/hour; flat fees up to $15,000 per plan

Location

See office

Adairsville, GA

Adairsville GA

Advisors at this office

1

Most active in

Florida · Georgia

Work history

19 years of industry experience

LPL Financial LLC

2017 - 2020 • 3 years

Middletown, OH

Center for Wealth Management LLC

2017 - Present • 9 years

Tampa, FL

Cambridge Investment Research Advisors Inc

2015 - 2017 • 2 years

Fairfield, IA

Cambridge Investment Research Inc

2015 - 2017 • 2 years

Fairfield, IA

MSI Financial Services, Inc.

2013 - 2015 • 2 years

Cincinnati, OH

Edward Jones

2010 - 2013 • 3 years

Private Client Services, LLC

2007 - 2008 • 1 year

Louisville, KY

Woodbury Financial Services, inc.

2007 - 2008 • 1 year

Cincinnati, OH

ON Investment Management CO

2006 - 2007 • 1 year

OH

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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Johnathan P

Series 66

Rome, GA

BEEYOND Capital, LLC

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Active portfolio management
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Christopher W

Series 63, Series 65, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Wilson works as a manufacturing sales engineer at Blair Engineering Southeast. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs a discretionary asset management approach that incorporates long and short positions across various securities and derivatives, using technical and quantitative methods to tailor portfolios to client needs.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments

Justin O

CFP®, CPA, PFS™

Rome, GA

Horizon Advisors, LLC

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Adrian L

Series 63, Series 66

Calhoun, GA

Lyles Wealth Management LLC

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Options & derivatives strategies Annuities Real estate investing
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Kenneth M

CFP®, Series 63

Cartersville, GA

NPV Advisory Services, LLC

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management
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James T

Series 66

Rome, GA

Summit Financial Group, LLC

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

General tax planning
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