Nancy Lynne Daniel
Investment adviser representative at Secure Asset Management, L.L.C.
17 yearsExperience
2 statesRegistered in
$870.6MFirm assets
8 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Secure Asset Management, L.L.C.Jul 2024 to now
- Aurora Securities Inc.Jul 2024 to now
- Crescendo Finance, LLCOct 2009 to now
- Cetera Investment Advisers LLCMar 2023 to Jul 2024
- Cetera Advisor Networks LLCJan 2013 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 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
- 2398849
- Firm CRD
- 144046