Unclaimed
Daniel Lusher is a registered investment advisor representative with NBC Securities, Inc. in Lebanon, Missouri. He has been in the securities industry since February 5, 2020. Daniel is also licensed as an investment advisor representative in Oregon. He has been registered with the Securities and Exchange Commission (SEC) since July 17, 2024. Prior to joining NBC Securities, Inc., Daniel was employed by COUNTRY Capital Management Company and Bankers Life Securities, Inc. Daniel's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
1
2
MO
07/21/2024 - Present
NBC Securities, Inc. (Lebanon MO)
MO
04/06/2023 - 06/26/2024
COUNTRY CAPITAL MANAGEMENT COMPANY (Springfield MO)
ID
11/11/2020 - 12/20/2022
BANKERS LIFE SECURITIES, INC. (BOISE ID)
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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