Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
14yrs
Daniel Schmidt
Financial advisor at Primerica Advisors
Daniel Schmidt has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Allentown, Pennsylvania. Daniel has been with Primerica Advisors since 2026. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office7310 Tilghman St Suite 500b, Allentown, PA 18106
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.
Career
- May 2026 – 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 Daniel’s local office at (484) 223-2997 or the Primerica Advisors main office at (833) 786-0550, and ask for Daniel Schmidt.
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?
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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