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Daniel Robert Brush

FLC Capital Advisors

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About Daniel Robert Brush

Daniel Brush is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with FLC Capital Advisors and has held previous roles at Securities America, Inc. and H.D. Vest Investment Securities, Inc. Daniel holds the Series 63, 65, 7, and SIE licenses, and specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Daniel has a strong focus on serving clients in the California area.

Firm Information

Daniel Brush is currently registered with FLC Capital Advisors. FLC Capital Advisors is an investment advisor based in PALM DESERT, CA, United States. The firm provides financial planning, portfolio management for individuals and selection of other advisors services to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. The firm has 3 licensed agents, 4 investment adviser representatives, and 5 registered representatives. FLC Capital Advisors manages approximately $709,893,714 in regulatory assets under management. The firm's website is HTTP://WWW.FLCCAPITAL.COM and HTTPS://WWW.FACEBOOK.COM/FLC-CAPITAL-ADVISORS.
FLC Capital Advisors

44750 VILLAGE COURT

PALM DESERT, CA 92260

$709.89M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Solicitor/referral fees

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Daniel Brush’s Registration & Firm History

CA

12/22/2000 - Present

FLC Capital Advisors (PALM DESERT CA)

CA

03/23/2000 - 06/14/2024

SECURITIES AMERICA, INC. (PALM DESERT CA)

TX

11/09/1999 - 12/20/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 11/15/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Robert Brush.
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