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Daniel James Bender

MBR Financial

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About Daniel James Bender

Daniel Bender is a financial advisor with MBR Financial. Daniel has been in the financial services industry since 1985. Daniel is registered with the state of Texas as an Investment Advisor Representative. Daniel has a Series 7, 6, 22 and 63 licenses, as well as a Series 24 principal license. Daniel has experience working with individuals and high-net-worth clients.

Firm Information

Daniel Bender is currently registered with MBR Financial. MBR Financial is a Houston, TX-based registered investment advisor with approximately $784 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer selection of other advisers services.
MBR Financial

2000 WEST LOOP SOUTH

HOUSTON, TX 77027

$784.28M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Bender’s Registration & Firm History

TX

11/18/2013 - Present

MBR Financial (HOUSTON TX)

TX

09/27/2013 - 08/29/2014

PURSHE KAPLAN STERLING INVESTMENTS (HOUSTON TX)

TX

10/03/1996 - 10/01/2013

FSC SECURITIES CORPORATION (HOUSTON TX)

PA

12/17/1985 - 09/26/1996

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 12/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1997

Series 24 - General Securities Principal Examination

BC

Issued 04/18/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/16/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel James Bender.
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