Danny Wakin, financial advisor Burleson TX
93 score

Danny Wakin

CRD Number: 1122217
Current Firm: Allstate Financial Advisors, LLC

Danny Wakin (CRD# 1122217) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Burleson, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Burleson, TX Dec 2011 - Current 5
Surety Capital Management Lenoir, NC Jun 2006 - Feb 2012 5
Broyhill Asset Management LLC Lenoir, NC Jul 1998 - Nov 2011 13
Broyhill Wakin Capital Advisors, LLC Lenoir, NC Jul 1998 - Nov 2011 13
Synergy Investment Group,llc Kannapolis, NC Jun 2001 - Mar 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Danny J. Wakin
Phone Number: 847-402-5296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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

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