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Daniel Lawrence Pimental

Investment adviser representative at Alignment Financial Group
12 yearsExperience
1 stateRegistered in
$77.6MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Alignment Financial Group, LLCJan 2009 to now
  2. Wells Fargo Advisors Financial Network, LLCOct 2015 to Feb 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (NH).

Alignment Financial Group

Legal name: Alignment Financial Group, LLC

$77.6MAssets managed
62Clients
1Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2196343
Firm CRD
306644
Advisor's SEC record (opens in a new tab)
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