Daniel Claric (CRD# 4797769) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Eugene, OR and has over 19 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Eugene, OR | Nov 2020 - Current | 3 |
| Securities America Advisors, Inc. | Eugene, OR | Nov 2020 - Current | 3 |
| Arbor Point Advisors | Eugene, OR | Nov 2020 - Current | 3 |
| Kms Financial Services, Inc. | Seattle, WA | Feb 2005 - Nov 2020 | 15 |
| Alison, LLC | Eugene, OR | Feb 2005 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
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