Profil
Mr. Daniel S.
Mcleod is a President & Financial Planner at Brown McLeod, Inc. As President of the company, he is responsible for strategic planning, vision casting and ensuring the company lives up to its fiduciary responsibilities.
He is a Certified Financial Planner, Chartered Financial Consultant & Registered Life Planner.
Postes actifs de Scott Mcleod
| Sociétés | Poste | Début |
|---|---|---|
Brown McLeod, Inc.
 Brown McLeod, Inc. Investment ManagersFinance Brown McLeod, Inc., do-business-as Brown Financial Advisory (BFA), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fairhope, Alabama. Founded in 2010, BFA provides investment advice and/or management supervisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. | Directeur Général | 31/12/2010 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Brown McLeod, Inc.
Brown McLeod, Inc. Investment ManagersFinance Brown McLeod, Inc., do-business-as Brown Financial Advisory (BFA), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fairhope, Alabama. Founded in 2010, BFA provides investment advice and/or management supervisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. | Finance |
