Daniel Ryan (CRD# 6846193) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 6 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 |
|---|---|---|---|
| Swbc Investment Advisory Services LLC | Austin, TX | Jul 2020 - Current | 3 |
| Unemployed | Austin, TX | Dec 2019 - Jun 2020 | < 1 |
| Kestra Financial, Inc. | Austin, TX | Nov 2019 - Nov 2019 | < 1 |
| U.s. Bancorp Investments, Inc. | Charlotte, NC | Mar 2019 - Nov 2019 | < 1 |
| Unemployed | Charlotte, NC | Dec 2018 - Mar 2019 | < 1 |
| Wells Fargo Clearing Services LLC | Charlotte, NC | Aug 2017 - Nov 2018 | 1 |
| Pinnacle Planning Solutions LLC | Baton Rouge, LA | Aug 2016 - Aug 2017 | 1 |
| Noland Hvac Supply | Baton Rouge, LA | Feb 2017 - May 2017 | < 1 |
| Louisiana State University | Baton Rouge, LA | Jan 2014 - Dec 2016 | 2 |
| Republic Finance | Zachary, LA | Mar 2016 - Aug 2016 | < 1 |
| Architectural Building Solutions | Baton Rouge, LA | Jul 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
TX
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