Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Drake is an Investment Advisor Representative registered with Captrust. Daniel is based out of the Dallas, TX office. Daniel has been in the industry for over 17 years and is registered in Louisiana and Texas. Daniel has passed the Uniform Investment Adviser Law Examination (Series 65) and holds the Certified Financial Planner designation. Daniel also works as a Co-Founder and Treasurer for One More Ministries and is a partner at Bear Partners SA LLP.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/29/2023 - Present
Captrust (Dallas TX)
IA
Issued 11/02/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Daniel Drake is the right advisor for you? Invested Better is here to help.
