Daniel Luna, financial advisor Phoenix AZ
81 score

Daniel Luna

CRD Number: 4586748
Current Firm: Usaa Financial Planning Services

Daniel Luna (CRD# 4586748) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Apr 2007 - Current 9
Usaa Financial Advisors, Inc. Phoenix, AZ Apr 2007 - Current 9
Usaa Investment Management Company Phoenix, AZ Dec 2003 - Apr 2007 3
Self-employed Phoenix, AZ Aug 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Dec 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Daniel L. Luna
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
81

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