Daniel Mc Cauley
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Deming, NM 88030
Credentials
Series 66
Industry experience
7 years
About
Daniel Mc Cauley is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he is involved in several agricultural and equine business activities, including co-ownership and labor roles at multiple cattle ranches and equine event companies in New Mexico, as well as serving as a board member for Rio Mimbres Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
410 South Gold Street
Deming, NM 88030
Most active in
Daniel M has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
Edward Jones
2018 - Present (8 years)
Transcendent Property Solutions
2016 - Present (10 years)
West Texas A&M University
2012 - 2016 (4 years)
LT Cattle Co
2012 - 2018 (6 years)
Lazy TL Ranch
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Harold M
PFS™, Series 63, Series 65
Deming, NM
PFG Advisors
Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Nathan E
Series 65
Deming, NM
Ascentis Independent Advisors, LLC
Nathan Enriquez III is a financial advisor at Ascentis Independent Advisors, LLC in Deming, NM, holding a Series 65 designation with seven years of industry experience. He previously worked at Carter Bain Wealth Management from 2016 to 2021 before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored investment advisory services, including portfolio management, financial planning, and alternative investment options through its Private Direct Investments program. The firm employs a range of strategies such as asset allocation and third-party managers to meet client objectives.
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