Dan Searles

Dan Searles

Medallion Financial Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: No minimum required

Title: CFP, LUTCF, CSA, RFC, CEP

Offering advice since: 1981

Areas of focus:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Dan Searles:

Co-founder and Partner of Medallion Financial Group, Dan Searles is an Certified Senior Advisor (CSA®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Dan is an Investment Adviser Representative and a General Securities Representative with National Planning Corporation. Mr. Searles is a Registered Financial Consultant (RFC®) and a Certified Estate Planner (CEP®). He submits to the Code of Ethics and the substantial continuing education requirements of the CFP®, CEP and RFC organizations and committees. He has been assisting his clients since 1981 and has extensive experience working with individuals and small businesses.

Mr. Searles gained his financial planning experience through his education and work as a financial planner and investment specialist. He is a frequent keynote speaker on tax reduction strategies and estate planning throughout the Metropolitan area. Mr. Searles has authored many financial articles in local and national publications. His financial views have been published in The Washington Post and heard on local radio programs.

Mr. Searles earned a Bachelor of Science degree with a concentration in Public Administration (government economics) from Towson University where he obtained Academic Dean's List Honors every semester. He earned his Certified Financial Planner™ (CFP®) designation from the College for Financial Planning in Denver, CO. The CFP® designation has coursework in estate, investment, retirement, tax, and insurance planning. Dan has also successfully completed extensive training programs in estate, disability, and life insurance planning from the Life Underwriters' Training Council Fellowship. Mr. Searles, a resident of Maryland for over 30 years, is married to his wife, Eydie, and they have three children. In his free time, he volunteers with Habitat for Humanity, a variety of civic charities and enjoys participatory sports.

Compensation and Fee Structures:

fees or commissions (client choice)

Licenses, Certifications & Affiliations:

Stocks, bonds, annuities, life insurance

CFP, RFC, CEP, LUTCF, CSA

Million Dollar Round Table Top of The Table Awarded

Education:

* Graduate Towson State University
* Damascus High School
* American College Certified Financial Planner Designee

Will provide references upon request?

Yes


Further information about Medallion Financial Group:

Medallion Financial Group

(Size of firm: 0-9 advisors)

Medallion Financial Group is an independent, family-owned financial consulting firm dedicated to the growth and protection of our client's wealth and the preservation and enhancement of their family legacy.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Medallion Financial Group and NPC are separate and unrelated companies.


Contact Information for Dan Searles

Phone: 301-990-9704
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Address for Dan Searles:
13 East Deer Park Drive
Gaithersburg, MD, 20877

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