Bailey Financial Services
46yrs
Top advisor by experience in Watkinsville
New
Daniel Oved
Financial advisor at Primerica Advisors
Daniel Oved is a fiduciary financial advisor in Watkinsville, Georgia, registered since Dec 2025. Daniel has been with Primerica Advisors since 2026. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 88 advisors with offices in Watkinsville, and one of 77 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office1255 Champions Way Suite 500, Watkinsville, GA 30677
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
- Mar 2026 – nowPFS Investments Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Primerica Advisors at (833) 786-0550 and ask for Daniel Oved. Daniel works from the Watkinsville, GA office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Dec 2025, and holds 2 licenses.
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.
Other advisors nearby
Raymond James Financial Services Advisors
43yrs
Top 1% by experience in Georgia
LPL Financial
43yrs
Top 1% by experience at LPL Financial
CWM
43yrs
Top 1% by experience at CWM
Arch Partners Wealth Management
42yrs
Top 3% by experience in Georgia
Sanders & Scott, CHFC
41yrs
Top 3% by experience in Georgia