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Daniel Lee Starling

United Brokerage Services, Inc.

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About Daniel Lee Starling

Daniel Lee Starling is a financial advisor registered with United Brokerage Services, Inc. in Fayetteville, NC. Daniel has been in the financial services industry since 2022 and has experience with financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Daniel is licensed to offer investment advice in North Carolina.

Firm Information

Daniel Starling is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Daniel Starling’s Registration & Firm History

NC

05/22/2023 - Present

United Brokerage Services, Inc. (Fayetteville NC)

NC

05/24/2022 - 05/08/2023

SECU BROKERAGE SERVICES (WENDELL NC)

NC

02/02/2022 - 05/16/2022

MWA FINANCIAL SERVICES INC. (Raleigh NC)

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Licenses & Designations

BOTH

Issued 02/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lee Starling.
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