Daniel Crosby (CRD# 1007109) is an Investment Advisor Representative working at Pacific Empire Financial in Murrieta, CA and has over 16 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Empire Financial Group, LLC | Upland, CA | Mar 2018 - Current | 6 |
| Self Employed | Upland, CA | Mar 2003 - Mar 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
CA
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