Daniel Beatty, financial advisor Oakland CA

Daniel Beatty

CRD Number: 872161
Current Firm: Brooker Wealth Management

Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
John E. Booker & Company Oakland, CA May 1983 - Current 40

Daniel Beatty has no recent exams reported.
Contact Info for Daniel K. Beatty
Phone Number: 510-638-1815
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $987,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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