DY
CFP · ChFC
DY
CFP · ChFC

Daniel Farid Yasharel

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

11835 W. Olympic Blvd., Suite 1155 E, Los Angeles, CA, 90064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative with NWF Advisory Services and Royal Alliance Advisory Services, spending about half his time on advisory services. He also engages in insurance sales through New World Financial & Insurance, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.
July 1997 - Present · 28 yrs 7 mos
Nwf Advisory Services INC
July 1997 - Present · 28 yrs 7 mos
Osaic Wealth, INC.Broker
October 1994 - Present · 31 yrs 4 mos
Previous Registrations
1717 Capital Management CompanyBroker
November 1994 - June 2002 · 7 yrs 7 mos
Metlife Securities INC.Broker
November 1988 - October 1994 · 5 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
November 1988 - October 1994 · 5 yrs 11 mos
State Registrations26 states
AKALAZCACTDCFLGAHIILINLAMAMDMINCNJNVNYOHORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.