Daniel Alden Legner
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2026 to now
- Raymond James Financial Services, Inc.Sep 2026 to now
- Ib Wealth ManagementJan 2026 to now
- Independent BankJan 2026 to now
- Cetera Investment Advisers, LLC.Jan 2026 to Sep 2026
- Cetera Investment Services, LLC.Jan 2026 to Sep 2026
- Wells Fargo Clearing Services, LLC.Aug 2023 to Nov 2025
- Wildfire Credit UnionMar 2021 to Jun 2023
- Lake Huron Credit UnionJul 2020 to Mar 2021
- Chemical Bank (aerotek)Jan 2020 to Jul 2020
- Skywest AirlinesApr 2019 to Jan 2021
- UnemployedNov 2018 to Apr 2019
- Dow (kelly Services)Oct 2018 to Nov 2018
- Wilson Ford LincolnApr 2018 to Oct 2018
- Northwood UniversityMay 2016 to Dec 2017
- Charter CommunicationsDec 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7803778
- Firm CRD
- 149018