Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
James A. Daniel, CFP, CMT, EA is the owner of The Advisory Firm, LLC in Alpharetta, Georgia, an independent RIA and Financial Planning practice. His undergrad degree was in Electrical Engineering and he was employed in that profession through the late 1990’s until the daytrading bug got him. He traded his own account out of Protrader Securities in Atlanta until 2002 when he moved into the retail financial advisor field with American Express. In 2006 he started The Advisory Firm as a fee-only practice. His professional qualifications include the Enrolled Agent (EA) designation allows James to represent clients before the Internal Revenue Service. He can be reached through his web site, http://www.theadvisoryfirm.net/.