Danielle Sanchez, financial advisor Fort Worth TX

Danielle Sanchez

CRD Number: 7133479
Current Firm: First Command Advisory Services

Danielle Sanchez (CRD# 7133479) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Jan 2020 - Current 2
First Command Advisory Services, Inc. Fort Worth, TX Jan 2020 - Current 2
First Command Insurance Services, Inc. Fort Worth, TX Jan 2020 - Current 2
First Command Fort Worth, TX Jun 2019 - Jan 2020 < 1
Unemployed Simi Valley, CA May 2019 - Jan 2020 < 1
Mitchell Katz Winery Livermore, CA Apr 2019 - May 2019 < 1
Liberty Union High School District Brentwood, CA Feb 2019 - May 2019 < 1
Bank Of America Thousand Oaks, CA Apr 2017 - Jan 2019 1
Bank Of America Pleasant Hill, CA Dec 2015 - Apr 2017 1
Liberty Union High School District Brentwood, CA Jan 2014 - Dec 2015 1
Unemployed Brentwood, CA Sep 2013 - Jan 2014 < 1
Unemployed Santa Barbara, CA Sep 2011 - Sep 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Danielle M. Sanchez
Phone Number: 817-731-8621
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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