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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 Richard Harriman is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel has been a registered representative for over 30 years and is licensed to offer investment advice in all 50 states. In addition to his role as a financial advisor, Daniel also provides independent insurance services. Daniel's expertise lies in financial planning, portfolio management, and retirement planning. He has a strong commitment to helping his clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
08/13/2014 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Park TX)
TX
01/03/2006 - 08/13/2014
C C F INVESTMENTS, INC. (AUSTIN TX)
TX
11/05/1999 - 12/31/2005
THE LEADERS GROUP, INC. (AUSTIN TX)
GA
02/23/1984 - 11/08/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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