Years of Experience
5-20+ Years
SAN RAFAEL, CA
44 Years Experience
1 Disclosures
ADVISOR BIO
Daniel McConnell Murphy is a financial advisor at Morgan Stanley. Daniel has been in the financial services industry since 1981. Daniel is licensed in 29 states to provide investment advice and brokerage services. Daniel's current registrations include: a Series 7 general securities representative license, Series 63 Uniform Securities Agent State Law Examination, and a Securities Industry Essentials Examination. Daniel holds registrations with FINRA and the state of Oklahoma. Daniel has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc, Evern Securities, Inc, Bateman Eichler, Hill Richards, Incorporated, Birr Wilson, Inc, BWS, Inc, and Birr, Wilson & Co., Inc.
SPECIALIZATIONS
ROSEVILLE, CA
45 Years Experience
0 Disclosures
ADVISOR BIO
Daniel John Cairns is a financial advisor at D.a. Davidson & Co. with over 40 years of experience in the industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional with a focus on providing financial planning and portfolio management services to individuals, corporations and businesses. Daniel has a strong understanding of the financial markets and a commitment to providing personalized service to his clients. Daniel was previously a registered representative with Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC. He holds a Series 7, 9, 10, 15, 63 and 66 license. Daniel is registered to provide investment advisory services in 20 states.
SPECIALIZATIONS
CHICO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Wayne Decaires is a financial advisor with over 5 years of experience in the financial services industry. Daniel is currently registered with LPL Financial LLC and holds Series 6, 7, 63, and 66 licenses. Daniel has a strong background in investment advice and financial planning. Daniel's previous experience includes working for J.P. Morgan Securities LLC and JPMorgan Chase Bank. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
MODESTO, CA
4 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Raynell Gresham is a registered representative with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since October 29, 2021. Daniel holds the Series 7TO and SIE licenses as well as the Series 63 license. Daniel is registered in the state of California.
SPECIALIZATIONS
LANCASTER, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Rice is an investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since November 2018. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor in several states. Daniel holds the Series 66, Series 7TO and SIE licenses. Daniel provides financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
LOS ANGELES, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Dwight Howard is an investment advisor representative who is currently registered with Equitable Advisors, LLC in California. He is also registered as an Investment Advisor Representative in Utah. Daniel is a Series 66, Series 7TO, and SIE licensed individual with over 14 years of experience in the financial services industry. He has previously worked as a California Highway Patrol Officer in Rancho Cucamonga, CA, and has experience in Financial Planning, Pension Consulting, and Educational Seminars. Daniel Howard is a registered representative with Equitable Advisors, LLC.
SPECIALIZATIONS
PASADENA, CA
0 Disclosures
ADVISOR BIO
Daniel Blackwell Watson is a registered investment advisor representative in California. Daniel has been working in the financial industry since 2014. Daniel is currently affiliated with Capital Research & Consulting LLC and Arroyo Investment Group, LLC. Daniel has experience working with pension and profit-sharing plans, and state or municipal government entities. Daniel's firm, Capital Research & Consulting LLC, manages over $6 billion in assets. Daniel is a dedicated financial advisor who is passionate about providing personalized and comprehensive financial advice to his clients.
SPECIALIZATIONS
PALO ALTO, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lind is a financial advisor registered with Wells Fargo Clearing Services, LLC. Daniel has been working in the financial industry since 1989 and has extensive experience in the field. Daniel holds Series 7, 9, 10, 24, 52, 53, and 66 securities licenses, as well as a Series 63 license. Daniel has previously worked with Ameriprise Financial Services, LLC and UnionBanc Investment Services, LLC.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Daniel James Mavraides is an investment advisor representative at Rebalance LLC. Daniel has been in the industry since December 2014. Daniel has a Series 65 license and is registered with the state of California. Daniel is also a registered investment advisor representative with INbalance Advisors, LLC and Evoke Advisors. Daniel's firm, Rebalance LLC, provides financial planning, portfolio management for individuals, and pension consulting services to clients.
SPECIALIZATIONS
SAN FRANCISCO, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lim Wing is an investment advisor representative who has been working in the financial services industry since 2010. Daniel is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in California and Texas. Previously, Daniel was registered with WELLS FARGO INVESTMENTS, LLC. Daniel has a strong background in the financial services industry, with experience in various areas such as investment consulting, financial planning, and portfolio management. Daniel's expertise and commitment to providing exceptional client service make him a valuable asset to investors seeking financial guidance.
SPECIALIZATIONS