Todd Norment Danley

Advisor at Edward Jones — Graham, TX 415 Oak Street

Updated today

Credentials

Series 66

Experience

28 years

Location

Graham, TX 76450

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Todd Danley is a financial advisor with Edward Jones, holding a Series 66 designation and 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Danley owns and operates Danley Ranch, where he is involved in livestock care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Graham, TX 415 Oak Street

415 Oak Street

Graham TX 76450

Advisors at this office

4

Most active in

Texas

Work history

28 years of industry experience

Edward D. Jones & Co., L.P.

1999 - Present • 27 years

Graham, TX

Disclosures

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

Business activities & affiliations

user avatar

Kenneth T

Series 66, Series 63

Graham, TX

Momentum Independent Network Inc.

Kenneth Thayer is a financial advisor with Momentum Independent Network Inc. based in Graham, TX, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has worked at First Graham Securities, Inc. and SWS Financial Services since 2000 and 2003, respectively. Outside of his advisory role, he serves as treasurer for the Young Country A & M Club alumni group. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs using both discretionary and non-discretionary structures and integrates broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Gregory B

Series 63, Series 65

Graham, TX

American Independent Securities Group, LLC

Gregory Bonzelaar is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with American Independent Securities Group since 2014. Outside of his advisory role, he owns a non-variable insurance sales business and provides accounting and tax preparation services for family and friends. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and provides access to a range of custodial and advisory platforms.

Options & derivatives strategies

Allison L

Series 66

Graham, TX

Edward Jones

Allison Lowe is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has had previous roles at InterBank and multiple positions associated with Tarleton State University and Sam Houston State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
user avatar

Landon A

Series 66

Graham, TX

Edward Jones

Landon Anderson is a financial advisor with Edward Jones in Graham, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Anderson owns and operates Rafter Crazy A Ranch, where he raises cattle and goats for sale at local livestock auctions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Mitchell M

Series 63, Series 66

Graham, TX

LPL Financial

Mitchell Moore Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms including Woodbury Financial Services and Next Financial Group. 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 with access to various investment strategies and platforms.

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

Darby B

Series 63, Series 66

Graham, TX

Edward Jones

Darby Brockway is a financial advisor with Edward Jones in Graham, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Brockway serves on the Foundation Investment Committee of the First United Methodist Church in Graham. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

General retirement planning Retired Founder/Business Owner Executive
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