Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
21yrs
Daniel McCall is a fiduciary financial advisor in Raleigh, North Carolina, with 21 years in the industry. Daniel joined Truist Advisory Services in 2020, after three years at BB&t Securities and 11 years at BB&t Investment Services. Daniel holds the CFP® designation.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in North Carolina
Office434 Fayetteville St Suite 400, Raleigh, NC 27601
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowTruist Advisory Services, Inc.Current firm
- 2018 – 2021BB&t Securities, LLCPreviously
- 2006 – 2018BB&t Investment Services, Inc.Previously
- May 2006 – Jul 2006PNC Wealth Management LLCPreviously
Contact Daniel
Local office(919) 716-9122Ask for Daniel. (800) 874-4770Main office · Atlanta, GA 434 Fayetteville St Suite 400Raleigh, NC 27601Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (919) 716-9122 or the Truist Advisory Services main office at (800) 874-4770, and ask for Daniel McCall.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 21 years. More experience than 68% of advisors in North Carolina.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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