Charles Edward Mcdaniels

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/1998 → Present
  Principal Life Insurance Company
  Townville, SC
• 07/2002 → Present
  Mcdaniels Financial Services
  Townville, SC
• 03/2016 → Present
  Principal Securities, Inc.
  Townville, SC
• 01/2021 → Present
  Mcdaniels And Thomas Wealth Management Llc
  Townville, SC

Other Businesses

*HAMPTON MASONIC LODGE; BOARD; 04/26/2016 *Georgia Funeral Directors Association, Associate Member, 11/22/16. ***McDaniels Financial Services, LLC; Not Investment Related; Fayetteville, GA; Owner; Sole owner of LLC that is used as DBA; Start Date: 12/14/2018; 160 hrs per month; 160 during trading hours. ***Fixed Insurance; Investment Related; Fayetteville, GA; Agent; Life, Annuities, LTC, DI, Medicare Supplement, Health, Group Benefits; Start Date: 01/04/2018; 15 hrs per month; 15 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1984-09-17

Designations

• Chartered Financial Consultant