Randall Daniel has been an investment adviser representative at Center for Wealth Management since August 2017, and is not listed among the firm’s executive officers or direct owners.
Center for Wealth Management LLC. is a firm with $228M under management, 646 clients and 5 advisers across 2 offices, as of its May 2026 filing.
Randall Daniel, known as Randy, works with Center for Wealth Management. Almost 15 years ago he was working for an international non-profit as a Major Gifts Director. He works with individuals and helps business owners with exit and retirement planning.
Randall Daniel’s longest registration is the current one, 9 years at Center for Wealth Management since 2017. Before joining Center for Wealth Management in 2017, Randall Daniel was registered through Cambridge Investment Research Advisors, Inc. and Metlife Securities Inc.
- – present · 9 yearsAdairsville, GA · Adviser representative · Firm CRD 171221
- Cambridge Investment Research Advisors, Inc.– · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 134139
- Metlife Securities Inc.– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 14251
- Edward Jones– · 3 yearsBellbrook, OH · Adviser representative · Firm CRD 250
- Private Client Services, LLC– · 1 yearLouisville, KY · Adviser representative · Firm CRD 120222
- Woodbury Financial Services, Inc.– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 421
- On Investment Management Co– · under a yearCenterville, OH · Adviser representative · Firm CRD 105662
Investment adviser representative registrations
Randall Daniel is registered as an investment adviser representative in 2 states. The first approvals date from January 2018; the most recent is Georgia, in April 2024.
- FloridaSince 24 January 2018
- GeorgiaSince 22 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2004 |
| Series 7 | General Securities Representative Examination | 22 November 2004 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randall Gray Daniel
- CRD
- 4871639
- Firm
- Center for Wealth Management · CRD 171221
- Office
- Adairsville, GA
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerforwealthmanagement.com
Where does Randall Daniel work?
Randall Daniel is an investment adviser representative registered through Center for Wealth Management LLC. since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Randall Daniel a financial advisor?
Yes. Randall Daniel has a current investment-adviser registration in Florida and Georgia, through Center for Wealth Management since August 2017.
How many years of experience does Randall Daniel have?
Randall Daniel has 19 years in the financial industry, since March 2007, across 7 adviser firms.
What exams has Randall Daniel passed?
Randall Daniel has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in November 2004. FINRA credited Randall Daniel with the SIE, which began in October 2018.
Where did Randall Daniel work before Center for Wealth Management?
Before Center for Wealth Management, Randall Daniel was registered through Metlife Securities Inc., September 2013 to February 2015; Edward Jones, April 2010 to July 2013; Private Client Services, LLC, April 2007 to November 2008; Woodbury Financial Services, Inc., March 2007 to April 2008; On Investment Management Co, November 2006 to March 2007.
Where is Randall Daniel based?
Randall Daniel’s registered office is in Adairsville, GA.
Is Randall Daniel registered with FINRA?
No. Randall Daniel has no current broker registration.
How can I verify Randall Daniel’s record?
Search CRD 4871639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randall Daniel’s full registration record.