AdFi
DL

Daniel Luddy

Newport Beach, CA
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Years of Experience

23 years

Number of Clients

200

Average Client Size

$2,000,000

Member Since

2025

Allow Me to Introduce Myself

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs...

One thing I want my clients to know about me is...

I pride myself in offering an excellent level of service to my clients and always putting their interests first.

Clientele

Business Owners
1st Generation Americans
Dentists
Entrepreneurs
Retirees
Wealthy Families
Teachers

Services Provided

Specialties and Expertise

Pricing Models

Fees Information

Education

Southern Methodist University

BS in Financial Economics

Obtained in 2000

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: May 18, 2025