Daniel Converse, financial advisor La Jolla CA

Daniel Converse

CRD Number: 4792886
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Converse (CRD# 4792886) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. La Jolla, CA Mar 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla, CA Oct 2022 - Current 1
Kingswood Wealth Advisors LLC Stockbridge, GA Jan 2022 - Current 2
Benchmark Investments, LLC New York, NY Oct 2021 - Current 2
Universal Financial Consultants San Diego, CA Oct 2018 - Oct 2022 4
Lpl Financial LLC San Diego, CA Oct 2020 - Oct 2021 1
Verus Capital Partners, LLC San Diego, CA Oct 2018 - Oct 2021 3
Securities America, Inc. San Diego, CA Oct 2018 - Oct 2020 2
Principal Life Insurance Company San Diego, CA Mar 2015 - Oct 2018 3
Princor Financial Services Corporation San Diego, CA Mar 2015 - Oct 2018 3
Pruco Securities LLC San Diego, CA Mar 2013 - Mar 2015 2
The Prudential Insurance Company Of America San Diego, CA Mar 2013 - Mar 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Daniel G. Converse
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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