Daniel Stith, financial advisor Oklahoma City OK
96 score

Daniel Stith

CRD Number: 863328
Current Firm: Fsc Securities Corporation

Daniel Stith (CRD# 863328) is an Investment Advisor Representative working at Fsc Securities Corporation in Oklahoma City, OK and has over 37 years of experience in the finance industry. Daniel Stith 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
Living Through His Word Foundation Oklahoma City, OK Mar 2007 - Current 10
Wealth Management Group, LLC Oklahoma City, OK Dec 2003 - Current 14
Carroll Enterprise, Inc. Oklahoma City, OK Jul 1990 - Current 27
Fsc Securities Corporation Oklahoma City, OK Sep 1983 - Current 34
Fpc, Inc. Oklahoma City, OK Aug 1983 - Current 34
Financial Services Network Oklahoma City, OK Jul 1998 - Jul 2015 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
Contact Info for Daniel C. Stith
Phone Number: 1-800-547-2382
Firm Website: http://www.fscorp.com
Registered State(s):
  • AR
  • DE
  • FL
  • MA
  • CA
  • GA
  • IL
  • LA
  • IN
  • KS
  • MO
  • NE
  • OK
  • PA
  • RI
  • TX
  • VA
  • WA
  • NC
By the Numbers
  • Total Assets Under Management
    5,630
    MILLIONS
  • Total Number of Accounts
    24,779
    ACCOUNTS
  • Average Account Value
    $227,192
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
  • 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
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, PR, 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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