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Daniel Jay Twogood

Investment Adviser Representative at EVERSOURCE WEALTH ADVISORS, LLC

Scottsdale, AZCRD #2418705Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/4/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 3/30/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/21/1994
Series 24
General Securities Principal Examination
Passed 10/31/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 12.00%
Tier 2
Source

Eversource Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TWOGOOD FINANCIAL SERVICES, INC.Current
12/19/2022Scottsdale, AZ
EVERSOURCE WEALTH ADVISORS, LLCCurrent
10/20/2022Scottsdale, AZ
EQUITABLE ADVISORS, LLC
11/3/201110/18/2022Scottsdale, AZ
EAGLE STRATEGIES LLC
4/29/200311/8/2011

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Jay Twogood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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