DP
DP

Daniel James Packard

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

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Location

600 S Andreasen Dr., Suite D, Escondido, CA, 92029

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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 insurance agent, dedicating about 10-20% of his time to this activity. He also assists with Medi-Cal applications as a partner at Packard Senior Services (about half his time) and helps families with financial planning as a partner at Packard Advisory Services (nearly full-time).

Employment History
Current Registrations
Wealth Watch Advisors, INC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Consolidated Portfolio Review CORP
April 2022 - July 2023 · 1 yr 3 mos
Cg Advisory Services
June 2019 - April 2022 · 2 yrs 10 mos
Wealth Watch Advisors, LLC
February 2016 - August 2019 · 3 yrs 6 mos
The Fidato Group LLC
February 2014 - January 2016 · 1 yr 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.