Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Allbritton is a financial advisor in Houston, Texas. Daniel has been working in the financial industry since April 16, 2000. Currently, Daniel is registered with Valic Financial Advisors, Inc. and is actively registered in 51 states. Daniel is also a licensed investment advisor representative in Texas. In the past, Daniel was registered with AIG Capital Services, Inc., American General Distributors, Inc., A I M Distributors, Inc., and MONY Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
TX
04/27/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
06/28/2013 - 08/16/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
06/07/2004 - 06/28/2013
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
TX
06/13/2000 - 04/14/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NY
02/21/2000 - 06/09/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/12/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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