Unclaimed
Daniel Austin Driver is a financial advisor with Hub Investment Partners, LLC. Daniel has been in the industry for over 10 years. Daniel has been a founding member of Driver Adams Capital LLC in Austin, Texas since 2018. Driver Adams Capital LLC holds an office lease. Daniel holds a Series 66, Series 7, and SIE license. Daniel is registered in Texas. Daniel specializes in Retirement Planning, College Savings, Estate Planning, Mutual Funds, ETFs, and Fixed Annuities. Daniel has experience working with Non-Profit Organizations, Insurance Companies, Investment Companies, Charitable Organizations, High Net Worth Individuals, Banking or Thrift Institutions, Corporations or Other Businesses, Individuals Other Than High Net Worth, State or Municipal Government Entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/04/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
08/07/2013 - 03/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
10/04/2011 - 08/08/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
09/27/2010 - 09/19/2011
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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