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 @
- 2007 -now Principal and Senior Advisor @ Colorado Financial Management
- 2007 -2023 Principal and Senior Advisor @ Colorado Financial Management
- 2000 -2007 Portfolio Consultant @
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.
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