Donald Austin Mcdaniel

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2022
  Uasnm, Inc. D/B/A Uas Wealth Advisors
  Albuquerque, NM
• 06/2022 → Present
  Allworth Financial, L.P.
  Albuquerque, NM

Previous Registrations

• 2014-01-17 → 2022-06-30
  Uas Wealth Advisors
  Albuquerque, NM
• 2011-03-23 → 2012-04-16
  Bancwest Investment Services, Inc.
  Albuquerque, NM
  Albuquerque, NM
  Rio Rancho, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Los Lunas, NM
  Los Lunas, NM
  Rio Rancho, NM
• 2010-12-03 → 2011-04-13
  The Mcdaniel Group
  Albuquerque, NM
• 2011-01-21 → 2011-03-22
  Wilbanks Securities Advisory
  Albuquerque, NM
  Oklahoma City, OK
• 2006-07-05 → 2007-11-16
  Raymond James Financial Services, Inc.
  Albuquerque, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-18
• S63 Uniform Securities Agent State Law Examination
  2000-06-02

Designations

• Certified Financial Planner

Other Names

• Donald Mcdaniel