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 is a financial advisor with Concurrent Investment Advisors, LLC. Daniel has been working in the industry since April 1997. Daniel's experience includes working with NexPoint Securities, Inc., North Capital Private Securities Corporation, Patrick Capital Markets, LLC, CION Securities, LLC, Realty Capital Securities, LLC, Jackson National Life Distributors LLC, Capital Brokerage Corporation, Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, Federated Securities Corp., Invesco Distributors, Inc., and Charles Schwab & Co., Inc. Daniel holds Series 63 and 66 licenses.
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.
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.
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2
FL
01/21/2025 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
05/24/2022 - 09/04/2024
NEXPOINT SECURITIES, INC. (DALLAS TX)
UT
11/30/2021 - 05/23/2022
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
AZ
01/22/2019 - 11/08/2021
PATRICK CAPITAL MARKETS, LLC (Paradise Valley AZ)
NY
02/10/2016 - 11/19/2018
CION SECURITIES, LLC (NEW YORK NY)
NY
11/30/2011 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
CO
11/11/2010 - 09/02/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
VA
07/11/2007 - 09/17/2010
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
01/01/2007 - 06/22/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/11/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/11/2004 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
08/27/2002 - 05/21/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TX
12/19/1999 - 08/05/2002
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
01/09/1996 - 08/27/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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