Beam Wealth Advisors
41yrs
Top advisor by experience in Coconut Creek
12yrs
Daniel Granda has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Coconut Creek, Florida. Daniel has been with Osaic Wealth since 2026; before that, Daniel spent three years at Ameriprise Financial Services and two years at Pruco Securities. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 28 advisors with offices in Coconut Creek, and one of 22 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeCoconut Creek, FL
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Jul 2026 – nowOsaic Wealth, Inc.Current firm
- 2023 – 2026Ameriprise Financial Services, LLCPreviously
- Mar 2020 – Dec 2021Pruco Securities, LLC.Previously
- Aug 2018 – Oct 2019Securities America Advisors, Inc.Previously
- Aug 2017 – Aug 2018ON Investment Management COPreviously
Contact Daniel
Coconut Creek, FLOffice · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Osaic Wealth at (800) 821-5100 and ask for Daniel Granda. Daniel works from the Coconut Creek, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. 12 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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, 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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