RBC Capital Markets
47yrs
Top advisor by experience in Orlando
5yrs
Daniel Lattimer
Financial advisor at Blacktower Financial Management (us)
Daniel Lattimer has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Orlando, Florida. Daniel joined Blacktower Financial Management (us) in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Blacktower Financial Management (us) reports being paid through a percentage of assets and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?More experience than 57% of advisors at Blacktower Financial Management (us)
Office4700 Millenia Boulevard Sute 175, Orlando, FL 32839
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$531,084
Advisors at the firm30
States licensed ?1 state
Services through Blacktower Financial Management (us)
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowBlacktower Financial Management (us) LLCCurrent firm
Questions to ask Daniel
Tailored to Daniel’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Blacktower Financial Management (us) at (407) 362-7753 and ask for Daniel Lattimer. Daniel works from the Orlando, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 5 years. More experience than 57% of advisors at Blacktower Financial Management (us).
What licenses does Daniel hold?
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?
Blacktower Financial Management (us) reports being paid by a percentage of the assets they manage, 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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