Catherine Savara McDaniel is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2025-12-22 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2023-08-31 | 2025-12-22 | — |
| AVANTAX ADVISORY SERVICES | 2018-10-29 | 2023-09-11 | — |
| SUMMIT FINANCIAL GROUP INC | 2017-08-04 | 2018-11-05 | — |