Daniels & Erickson Financial Advisors, LLC

Daniels & Erickson Financial Advisors, LLC (CRD# 119687) is a financial advisory firm headquartered in Dallas, TX. They manage $98,745,226 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $802,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Daniels & Erickson Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Clay D. Daniels
CRD#: 4515832
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254
93
Wealthminder
score

Clay Daniels (CRD# 4515832) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

2
David L. Nelson
CRD#: 4515825
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254
90
Wealthminder
score

David Nelson (CRD# 4515825) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. David Nelson 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.

3
Michael C. Pendleton
CRD#: 5632563
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254
90
Wealthminder
score

Michael Pendleton (CRD# 5632563) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Michael Pendleton 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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