Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
14yrs
Daniel Needs
Financial advisor at Primerica Advisors
Based in Worthington, Ohio, Daniel Needs is a financial advisor with 14 years of industry experience. Daniel joined Primerica Advisors in 2012, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office438 E Wilson Bridge Rd Suite 100-E, Worthington, OH 43085
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
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.
None listed.
Career
- 2012 – nowPFS Investments Inc.Current firm
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 Needs. Daniel works from the Worthington, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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