Daniel Seltzer, financial advisor San Antonio TX
93 score

Daniel Seltzer

CRD Number: 5962042
Current Firm: Us Financial Advisors, LLC

Daniel Seltzer (CRD# 5962042) is an Investment Advisor Representative working at Us Financial Advisors, LLC in San Antonio, TX and has over 5 years of experience in the finance industry. Daniel Seltzer 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
Us Financial Advisors, LLC San Antonio, TX Jan 2012 - Current 4
Lpl Financial LLC San Antonio, TX Aug 2011 - Current 5
Bentley University Waltham, MA Jan 2011 - Jul 2011 < 1
Oklahoma State Univeristy Tulsa, OK Jan 2009 - Dec 2010 1
Owl Nite Security , Inc. Tulsa, OK Jun 2007 - Dec 2010 3
Army National Guard Guthrie, OK May 2006 - Apr 2009 2
Tulsa Community College Tulsa, OK Jan 2007 - Dec 2008 1
Fayetteville Technical Community College Fayetteville, NC Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Daniel L. Seltzer
Phone Number: 781-849-9200
Firm Website: http://www.1099tax.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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