Daniel Bender, financial advisor Houston TX
93 score

Daniel Bender

CRD Number: 1420428
Current Firm: Mbr Financial

Daniel Bender (CRD# 1420428) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 30 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA/PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA/PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Company Name Location Dates Years
Mbr Financial, Inc. Houston, TX Sep 2013 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Sep 2013 - Sep 2014 1
Fsc Securities Corporation Houston, TX Sep 1996 - Sep 2013 17
Johnson, Bender & Company Houston, TX Sep 1996 - Sep 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
Contact Info for Daniel J. Bender
Phone Number: 832-667-8787
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.