Daniel Paschke (CRD# 6262745) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 8 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Victory Financial | Southlake, TX | Aug 2023 - Current | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2023 - Current | < 1 |
Equitable Advisors, LLC | Fort Worth, TX | Sep 2015 - Aug 2023 | 7 |
Unemployed | Southlake, TX | Jun 2015 - Sep 2015 | < 1 |
Equitable Advisors Formerly Axa Advisors, LLC | Rogers, AR | May 2013 - May 2015 | 2 |
University Of Arkansas | Fayetteville, AR | Aug 2011 - May 2015 | 3 |
Lighthouse Financial | Lowell, AR | Sep 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management289MILLIONS
-
Total Number of Accounts1,521ACCOUNTS
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Average Account Value$189,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
HI, TX
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