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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 Strickland is an investment advisor representative at Sutterfield Financial Group, Inc. based in DAINGERFIELD, TX, and BARTLESVILLE, OK. Daniel has been in the industry since 2004. Daniel is registered in Texas as an investment advisor representative. Daniel Strickland also works for COX LOGISTICS LLC as the CFO. Daniel specializes in providing investment advice for high net worth individuals, corporations, individuals other than high net worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Daniel Strickland has passed the Series 6, Series 7, Series 63, and Series 65 exams.
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.
Investment consulting
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
06/01/2011 - Present
Sutterfield Financial Group, Inc. (DAINGERFIELD TX)
TX
01/02/2008 - 05/06/2011
SIGNAL SECURITIES, INC. (DAINGERFIELD TX)
TX
01/26/2004 - 12/31/2006
AMERICAN GENERAL SECURITIES INCORPORATED (DAINGERFIELD TX)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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