Daniel Weinbaum (CRD# 733674) is an Investment Advisor Representative working at Spindletop Commonwealth Advisors LLC in Beaumont, TX and has over 42 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spindletop Commonwealth Advisors LLC | Beaumont, TX | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
- MA
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$416,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MA, TX
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