Daniel Obrien, financial advisor Pittsburg CA

Daniel Obrien

CRD Number: 1212090
Current Firm: Lifemark Securities Corp.

Daniel Obrien (CRD# 1212090) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pittsburg, CA and has over 40 years of experience in the finance industry.

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Wealth & Tax Planners LLC
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Independent Insurance Agent Bonney Lake, WA Jan 2007 - Current 17
Foresters Equity Services, Inc. Walnut Creek, CA Oct 1991 - Oct 2018 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Daniel L. Obrien
Phone Number: 585-424-5672
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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