Daniel SeltzerCRD 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.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Us Financial Advisors, LLC||San Antonio, TX||Jan 2012 - Current||5|
|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|
Total Assets Under Management371MILLIONS
Total Number of Accounts1,600ACCOUNTS
Average Account Value$231,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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