Daniel Mcleod is a CFP, ChFC-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 241 clients with $340M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Contact
Daniel Mcleod
Location
54 S. Greeno Road, Fairhope, AL, 36532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a co-owner and manager of Everything Scottish, LLC, a real estate management company. He spends a few hours per week on this activity, with minimal time during securities trading hours.
Employment History
Current Registrations
Brown Financial Advisory
Previous Registrations
Charles D. Haines, LLC
State Registrations2 states
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Exams
Additional Information
Scott earned a Bachelor of Business Administration in Corporate Finance and Investments from East Tennessee State University. Following graduation, he joined First American National Bank where he became Licensed Investment Broker. Furthering his financial career, in 1998, he joined First Tennessee Bank as a Private Client Financial Services Representative, attended the Cannon School of Private Banking, and in 2001 earned the official CERTIFIED FINANCIAL PLANNER® designation. He currently holds the Chartered Financial Consultant (ChFC®) designation and the Registered Life Planner (RLP®) designation.