Luke Daniel Email & Phone Number

Managing Director, Senior Wealth Advisor @ Lido Advisors, LLC

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Luke Daniel Location

Denver, CO, US

Luke Daniel Work

2023 - now Managing Director, Senior Wealth Advisor @ Lido Advisors, LLC
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2007 - now Principal and Senior Advisor @ Colorado Financial Management
2007 - 2023 Principal and Senior Advisor @ Colorado Financial Management

2000 - 2007 Portfolio Consultant @ Charles Schwab
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Luke Daniel Education

American College
Certification (Chartered Life Underwriter)
2007 - 2008
Metropolitan State University of Denver
Certification (Certified Financial Planner)
2001 - 2003
Colorado State University
B.S. Business Administration (Finance and Real Estate)
1996 - 2000

Luke Daniel Summary

Luke Daniel, based in Denver, CO, US, is currently a Managing Director, Senior Wealth Advisor at Lido Advisors, LLC. Luke Daniel brings experience from previous roles at Colorado Financial Management and Charles Schwab. Luke Daniel holds a 2007 - 2008 Certification in Chartered Life Underwriter @ American College. Luke Daniel has 3 emails and 1 mobile phone numbers on RocketReach.

Luke Daniel Emails

Found 3 emails

Luke Daniel Phone Numbers

Found 3 phone numbers

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Top Lido Advisors, LLC Employees

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