Daniel Conklin
Hunter Street Investment Advisors
Apex, North Carolina
Contact
How to contact
Dan Conklin, AAMS CEPA Investment Advisor Hunter Street Investment Advisors 56 Hunter Street Suite 210 Apex, NC 27502 M. 214.415.9632 Email: dconklin@hsiadvisors.net
Professional Profile
Call Me When
I am a collaborative Advisor to business owners, I am driven to reach them where they are by building personal relationships, understanding their goals and coaching them to better personal and financial outcomes.
Professions
Wealth Manager
Functional Expertise
Culture
Family business
Fiduciary
Finance
Marketing
Operations
Retirement
Risk management
SEC
Tax
Professional Certification
AAMS CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Real Estate/Construction
Chapter information
Membership
Triangle Individual
Member since
Member for 2 years
Why I'm a Member of XPX
I am an advisor to independent business owners, a CEPA and a constant student of my profession, seeking "like minded" peers for community and collaboration in providing better personal and financial outcomes for owners.
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