Daniel EdwardsCRD Number: 6833722
Current Firm: Cetera Advisor Networks LLC
Daniel Edwards (CRD# 6833722) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Bedford, TX and has over 2 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Cwm, LLC||Omaha, NE||Apr 2021 - Current||1|
|Armstrong Purselley Wealth Management||Bedford, TX||Apr 2021 - Current||1|
|Cetera Advisor Networks||El Segundo, CA||Apr 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Keller, TX||Jul 2016 - Mar 2021||4|
|Bank Of America, N.a.||Keller, TX||Jul 2016 - Mar 2021||4|
|Branch Banking And Trust Company||Bedford, TX||Apr 2016 - Jul 2016||< 1|
|Wells Fargo Bank||Addison, TX||Oct 2015 - Apr 2016||< 1|
|Bank Of America N.a||Southlake, TX||Oct 2014 - Oct 2015||1|
|Everett Financial Inc.||Keller, TX||Sep 2014 - Oct 2014||< 1|
|Peoples Home Equity, Inc.||Southlake, TX||Aug 2014 - Aug 2014||< 1|
|Blue Sky Funding, LLC||North Richland Hills, TX||Dec 2013 - Aug 2014||< 1|
|Nationstar Mortgage LLC||Irving, TX||May 2013 - Dec 2013||< 1|
|Viewpoint Bank||Euless, TX||Jun 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2020|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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