LPL Financial
43yrs
Top 2% by experience in Georgia
22yrs
Randall Daniel
Full name on record: Randall Gray Daniel
Financial advisor at Center for Wealth Management Advisory
Based in Adairsville, Georgia, Randall Daniel is a fiduciary financial advisor with 22 years of industry experience. Randall has been with Center for Wealth Management Advisory since 2024; before that, Randall spent three years at Cambridge Investment Research Advisors and a year at MSI Financial Services. Center for Wealth Management Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Adairsville, and one of 2 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
OfficeAdairsville, GA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$354,120
Advisors at the firm4
States licensed ?1 state
Services through Center for Wealth Management Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCenter for Wealth Management AdvisoryCurrent firm
- 2015 – 2017
- Sep 2013 – Feb 2015MSI Financial Services, Inc.Previously
- 2010 – 2013Edward JonesPreviously
- Apr 2007 – Nov 2008Private Client Services, LLCPreviously
- Mar 2007 – Apr 2008Woodbury Financial Services, Inc.Previously
- Nov 2006 – Mar 2007ON Investment Management COPreviously
Contact Randall
(513) 407-5430Center for Wealth Management Advisory main office Adairsville, GAOffice · Get directions Firm websitewww.centerforwealthmanagement.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Randall
Tailored to Randall’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Randall
How do I contact Randall?
Call Center for Wealth Management Advisory at (513) 407-5430 and ask for Randall Daniel. Randall works from the Adairsville, GA office.
How long has Randall been a financial advisor?
Randall has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Randall hold?
Series 66. Tap any license on this page to see what it allows.
Is Randall a fiduciary?
Randall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randall paid?
Center for Wealth Management Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randall 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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