John Daniel, financial advisor Abilene TX

John Daniel

CRD Number: 7022160
Current Firm: Softvest Advisors

John Daniel (CRD# 7022160) is an Investment Advisor Representative working at Softvest Advisors in Abilene, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Softvest Advisors, LLC Abilene, TX Jan 2019 - Current 5
Softsearch Investment, LP Abilene, TX Nov 2016 - Dec 2018 2
Crestline Investors Inc. Fort Worth, TX Aug 2011 - Oct 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for John M. Daniel
Phone Number: 325-677-6177
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States


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