James Adam Daniel
Investment adviser representative at The Advisory Firm
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$126.4MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- The Advisory Firm, LLCMar 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
The Advisory Firm
$126.4MAssets managed
120Clients
1Advisers
Under 1 yearIn 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
- 4567065
- Firm CRD
- 139125