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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+)
DU

Daniel Upchurch

Missouri·CRD #7775711
IA Rep

Investment Adviser Rep at VAN CLEMENS WEALTH MANAGEMENT, LLC

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

Daniel U Stephenson

Florida·CRD #6295048
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
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DV

Daniel Val Poulsen

N/A·CRD #7371996
Dual-registered

Dual-registered at PRIVATE ADVISORY

Experience
5 yrs
Exams
4
Since
2021
Fee
AUM / Performance-based
Minimum
$500k
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DV

Daniel Vancleve Johnson

Florida·CRD #4761575
Dual-registered

Dual-registered at MARINER INSTITUTIONAL, LLC

Experience
20 yrs
States
1
Exams
2
Since
2006
Fee
AUM / Hourly / Flat Fee
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DV

Daniel Vasile Avram

California·CRD #4443755
Dual-registered

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

Experience
19 yrs
States
3
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
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DV

Daniel Vazquez

Florida·CRD #6609733
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
9 yrs
States
1
Exams
3
Since
2017
Fee
AUM
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DV

Daniel Vazquez-Melendez

Puerto Rico·CRD #6419591
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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DV

Daniel Vega Jr

New York·CRD #6273967
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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DV

Daniel Velcheck

Missouri·CRD #7669675
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DV

Daniel Victor Cozano

California·CRD #1948205
IA Rep

Investment Adviser Rep at ONE CAPITAL MANAGEMENT, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
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DV

Daniel Victor Croll

California·CRD #2482601
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DV

Daniel Vincent Beringer

Tennessee·CRD #6673554
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
DV

Daniel Vincent Joyce

Florida·CRD #1112928
Dual-registered

Dual-registered at WESTPARK CAPITAL, INC.

Experience
43 yrs
States
3
Exams
7
Since
1983
Est. fee
AUM / Flat Fee
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DV

Daniel Vincent Miele

Massachusetts·CRD #2555346
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DV

Daniel Vincent Phillips

Alabama·CRD #6365221
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
DV

Daniel Vlladen Blloshmi

New Jersey·CRD #6116626
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DV

Daniel V Wilson

Florida·CRD #2915046
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
3
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DW

Daniel Wade Pierce

Nebraska·CRD #5585492
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DW

Daniel Wain Campbell

California·CRD #7347310
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
5 yrs
States
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DW

Daniel Walter Donihue

California·CRD #5410711
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
19 yrs
States
3
Exams
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DW

Daniel Walter Pinkerton

Idaho·CRD #2128422
Dual-registered

Dual-registered at SHERMAN PORTFOLIOS

Experience
35 yrs
States
3
Exams
7
Since
1991
Est. fee
AUM / Other
Minimum
$5k
View profile
DW

Daniel Wayne Becker

Louisiana·CRD #6187447
Dual-registered

Dual-registered at STOKES FAMILY OFFICE LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DW

Daniel Wayne Charron

Nebraska·CRD #3219081
Dual-registered

Dual-registered at WEALTH ADVISORS NETWORK, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Other
Minimum
$25k
View profile
DW

Daniel Wayne Christiansen

Florida·CRD #1906425
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
3
Exams
11
Since
1988
Est. fee
AUM / 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.

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