Daniel Duval, financial advisor Stoughton MA
90 score

Daniel Duval

CRD Number: 6220899
Current Firm: Genesis Wealth Advisors, LLC

Daniel Duval (CRD# 6220899) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Genesis Wealth Advisors, LLC Stoughton, MA Dec 2012 - Current 5
Genesis Capital Advisors, Inc. Stoughton, MA Jun 2009 - Dec 2012 3
Umass Amherst Amherst, MA Sep 2005 - Dec 2012 7
National Park Service Wellfleet, MA Jun 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Daniel J. Duval
Phone Number: 781-344-1023
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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