Brenda DalyCRD Number: 5442285
Current Firm: Usaa Financial Planning Services
Brenda Daly (CRD# 5442285) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Investment Management Co||Phoenix, AZ||Nov 2014 - Current||2|
|Doterra International, LLC||Pleaseant Grove, UT||Sep 2014 - Current||2|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2008 - Current||8|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Oct 2007 - Current||9|
|Worldventures||Plano, TX||Jun 2008 - Nov 2008||< 1|
|Usaa Investment Management Company||Phoenix, AZ||Mar 2008 - Nov 2008||< 1|
|Usaa Life Insurance Company||Phoenix, AZ||Oct 2007 - Nov 2008||1|
|Usaa Federal Savings Bank||Phoenix, AZ||Oct 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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