Dan Drummond, financial advisor Dallas TX
93 score

Dan Drummond

CRD Number: 4516012
Current Firm: Smith Anglin Financial, LLC

Dan Drummond (CRD# 4516012) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Mar 2014 - Current 2
Smith Anglin Financial, LLC Dallas, TX Feb 2014 - Current 2
Lpl Financial Frisco, TX May 2013 - Current 3
Stratos Wealth Partners Frisco, TX May 2013 - Jan 2014 < 1
Bbva Compass Investment Solutions, Inc. Dallas, TX Nov 2011 - Apr 2013 1
Compass Bank Dallas, TX Nov 2011 - Apr 2013 1
Bbva Wealth Solutions Inc. Dallas, TX Nov 2011 - Apr 2013 1
Morgan Stanley Smith Barney Plano, TX Jun 2009 - Oct 2011 2
Morgan Stanley & Company, Incorporated Plano, TX Apr 2007 - Oct 2011 4
Morgan Stanley Smith Barney Plano, TX Dec 2004 - Oct 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Dan C. Drummond
Phone Number: (972) 267-1244
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    402
    MILLIONS
  • Total Number of Accounts
    2,262
    ACCOUNTS
  • Average Account Value
    $177,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AR, AZ, CA, FL, GA, IL, LA, MD, MN, NC, NE, NH, NJ, NV, NY, OK, PA, SC, TN, TX, VA, WA

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

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