Daniel Cazac, financial advisor McGregor TX
93 score

Daniel Cazac

CRD Number: 5467592
Current Firm: Texas Made Wealth, LLC

Daniel Cazac (CRD# 5467592) is an Investment Advisor Representative working at Texas Made Wealth, LLC in McGregor, TX and has over 8 years of experience in the finance industry. Daniel Cazac 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
Texas Made Wealth Mcgregor, TX Jun 2016 - Current < 1
Lutheran Foundation Of The Southwest Austin, TX Nov 2015 - Current 1
Fidelity Brokerage Services LLC Westlake, TX Sep 2014 - Nov 2015 1
Charles Schwab & Company,inc Dallas, TX Aug 2012 - Sep 2014 2
Charles Schwab Bank Dallas, TX Aug 2012 - Sep 2014 2
Jpmorgan Chase Bank Na Waco, TX Aug 2010 - Aug 2012 2
Chase Investment Services Corp. Waco, TX Dec 2009 - Aug 2012 2
Department Of Veteran Affairs Waco, TX Jul 2009 - Dec 2009 < 1
Edward Jones St. Louis, MO Dec 2007 - Jun 2009 1
Sears Waco, TX Nov 2002 - Nov 2007 5
Tarleton State University Stephenville, TX Aug 2006 - Aug 2007 1
Mclennan Community College Waco, TX Aug 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Daniel J. Cazac
Phone Number: 254 295 1900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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

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