Dan Seeds, financial advisor Allen TX
93 score

Dan Seeds

CRD Number: 5477208
Current Firm: Bok Financial Advisors

Dan Seeds (CRD# 5477208) is an Investment Advisor Representative working at Bok Financial Advisors in Allen, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Dallas, TX Jan 2008 - Current 8
Bank Of Texas Plano, TX Dec 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Dan D. Seeds
Phone Number: 877-781-6889
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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