Wells Fargo Advisors
46yrs
Top advisor by experience in Williamsburg
16yrs
Daniel Roose
Financial advisor at Primerica Advisors
Daniel Roose is a fiduciary financial advisor in Williamsburg, Virginia, with 16 years in the industry. Daniel joined Primerica Advisors in 2022, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 218 advisors with offices in Williamsburg, and one of 208 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 54% of advisors at Primerica Advisors
Office1769 Jamestown Rd Suite 219, Williamsburg, VA 23185
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?2 states
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Career
- 2022 – nowPFS Investments Inc.Current firm
Contact Daniel
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Daniel. 1769 Jamestown Rd Suite 219Williamsburg, VA 23185Office · Get directions X (Twitter) pagePrimerica Advisors
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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?
- 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 Primerica Advisors at (833) 786-0550 and ask for Daniel Roose. Daniel works from the Williamsburg, VA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 54% of advisors at Primerica Advisors.
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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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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