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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Barfield is a financial advisor with over 20 years of experience in the financial services industry. Daniel has a strong background in accounting and finance, having worked as a Certified Public Accountant (CPA) for several years. He is a Certified Financial Planner and has a deep understanding of investment strategies, financial planning, and insurance. Daniel currently works as a Private Wealth Advisor and Council Member at Advisor Resource Council. He specializes in serving the needs of high-net-worth individuals, families, 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.
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.
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TX
01/21/2025 - Present
Advisor Resource Council (DALLAS TX)
MS
02/10/2009 - 08/27/2019
NEXT FINANCIAL GROUP, INC. (OXFORD MS)
MS
05/01/2000 - 02/11/2009
H.D. VEST INVESTMENT SERVICES (OXFORD MS)
FL
10/25/1999 - 04/20/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
08/22/1996 - 10/07/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 08/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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