Advisor at Empire Wealth Management, LLC
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Firm
Empire Wealth Management, LLC
Location
Moseley, VA 23120
Credentials
Series 63, Series 66
Industry experience
17 years
Daniel Douglas is a financial advisor at Empire Wealth Management, LLC in Moseley, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Empire Wealth Management since 2010, serving as the sole advisor at the firm. Empire Wealth Management is a small, independent registered investment adviser providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, charities, and small employer-sponsored retirement plans. The firm employs a combination of Modern Portfolio Theory, long-term purchase strategies, and technical analysis to tailor investment allocations based on client objectives, time horizons, and risk tolerance.
$200 to $2,000 (negotiable depending on complexity and scope)
0.25% to 2% annually (negotiable, depending on size and complexity)
$200 per hour (negotiable depending on scope and complexity)
5813 Red Setter Lane
Moseley, VA 23120
Virginia
Empire Wealth Management, LLC
2010 - Present (16 years)
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
CFP®, CFA®, Series 65
Richmond, VA
Noble Hill Planning LLC
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