Daniel Austin, financial advisor Lansing MI
96 score

Daniel Austin

CRD Number: 3076402
Current Firm: Usa Financial Securities Corporation

Daniel Austin (CRD# 3076402) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Lansing, MI and has over 18 years of experience in the finance industry. Daniel Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Austin College Planning Lansing, MI Mar 2013 - Current 3
Planmember Securities Corporation Carpinteria, CA Nov 2011 - Current 5
Austin Financial, LLC Lansing, MI Nov 2011 - Current 5
Tiaa-cref East Lansing, MI Feb 2007 - Nov 2011 4
Allstate Insurance Co Charlotte, MI Sep 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Daniel P. Austin
Phone Number: 888-407-8198
Registered State(s):
  • GA
  • MI
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $117,745
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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