Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mccrary Fowler is an investment advisor representative who has been working in the industry since July 2012. Daniel is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2022. Prior to that, Daniel worked at LPL FINANCIAL LLC from July 2012 to April 2022. Daniel is a Series 66, Series 7 and SIE licensed advisor. Daniel Mccrary Fowler is also the owner of DMF Investment Services, LLC and Fowler Investment Services, and is a partner at Wandering Buck Ranch, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
04/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Pampa TX)
TX
07/11/2012 - 04/29/2022
LPL FINANCIAL LLC (PAMPA TX)
BOTH
Issued 08/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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