Daniel Wallach (CRD# 7066346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 5 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 3097079
Ameriprise Financial Services, LLC
CRD# 2199188
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Jan 2019 - Current | 5 |
Bank Of America, N.a. | Houston, TX | Jan 2019 - Current | 5 |
Kimosabe Mezcal | Houston, TX | Mar 2018 - Jan 2019 | < 1 |
Republic National Distributing Company | Houston, TX | May 2016 - Feb 2018 | 1 |
Bridgestone/ Firestone | Houston/ Dickenson, TX | Jun 2015 - May 2016 | < 1 |
University Of Houston | Houston, TX | Jun 2013 - May 2016 | 2 |
Kemah Boardwalk | Kemah, TX | May 2015 - Aug 2015 | < 1 |
Yia Yia Marys | Houston, TX | Sep 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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