Horace Lee Daniel
Investment adviser representative at Raymond James Financial Services Advisors, Inc
29 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Raymond James Financial Services Advisors Inc.Aug 2026 to now
- Lafayette Credit UnionAug 2026 to now
- Lafayette Private WealthAug 2026 to now
- Raymond James Financial Services Inc.Aug 2026 to now
- LPL Financial LLCMay 2022 to Aug 2026
- Cuna Brokerage Services, Inc.Oct 2019 to May 2022
- Cuna Mutual GroupOct 2019 to May 2022
- Transamerica Financial Advisors, IncJan 2018 to Aug 2019
- Transamerica Agency NetworkOct 2017 to Aug 2019
- Raymond James Financial Services Inc.Aug 2016 to Aug 2017
- Urban Homes RealtyNov 1997 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4199267
- Firm CRD
- 149018