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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
DH

Dana Houston Valelly

New York·CRD #8104270
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DY

Danaire Yvonne Leftwich

Virginia·CRD #7262753
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Other
View profile
DJ

Dana Jaib

North Carolina·CRD #6670088
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dana J Albert

California·CRD #6328703
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dana Jamar Narcisse

Texas·CRD #6178431
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DJ

Dana Jeanette Effertz

Minnesota·CRD #2955080
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dana Joe Grigg

California·CRD #4705924
IA Rep

Investment Adviser Rep at CAMELOTTA ADVISORS

Experience
22 yrs
States
3
Exams
1
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$3.0M
View profile
DJ

Dana John Baldridge

Iowa·CRD #5533330
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DK

Dana Katherine Olson

California·CRD #1977822
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
3
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Dana Kay Anderson

Minnesota·CRD #6512365
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DK

Dana K Crawford

Texas·CRD #5216990
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Dana K Smith

New Jersey·CRD #5885281
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Dana Laine Lewis

Texas·CRD #5487264
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dana Landreth Horton

North Carolina·CRD #2362859
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dana Lauren Deorchis

New Jersey·CRD #4855090
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dana Leigh Wolf

Minnesota·CRD #2946623
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Flat Fee
View profile
DL

Dana Lynn Carbonneau

Illinois·CRD #6370994
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dana Lynne Lopez

Maryland·CRD #6637653
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dana Lynn Falco

Texas·CRD #3175759
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
View profile
DL

Dana Lynn Green

Florida·CRD #2237645
Dual-registered

Dual-registered at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Experience
17 yrs
States
4
Exams
4
Since
2009
Est. fee
AUM
Minimum
$50k
View profile
DL

Dana Lyn Nightingale

Colorado·CRD #6164005
IA Rep

Investment Adviser Rep at OBERMEYER WEALTH PARTNERS

Experience
13 yrs
States
1
Since
2013
Fee
AUM
Minimum
$2.0M
View profile
DL

Dana Lynn Irvin

Illinois·CRD #2509773
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
2
Exams
6
Since
1996
Est. fee
AUM / Flat Fee
View profile
DL

Dana Lynn McDonald

California·CRD #2827844
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Flat Fee
View profile
DL

Dana Lynn Rogers

New Jersey·CRD #5536371
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 757 | AdvisorFinder