Daniel Joyce, financial advisor San Antonio TX

Daniel Joyce

CRD Number: 1208797
Current Firm: Primerica Advisors

Daniel Joyce (CRD# 1208797) is an Investment Advisor Representative working at Primerica Advisors in San Antonio, TX and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Northside Isd San Antonio, TX Nov 2012 - Current 11
Pfs Investments Inc. San Antonio, TX Apr 1993 - Current 31
Primerica Financial Services San Antonio, TX Feb 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Daniel P. Joyce
Phone Number: 833-786-0550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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