Daniels & Erickson Financial Advisors LLC
Legal Name: DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
Full Contact Details
Daniels & Erickson Financial Advisors LLC
5323 SPRING VALLEY RD, SUITE 250, DALLAS, TX
214-750-8985
214-739-6555
Other Info
Daniels & Erickson Financial Advisors LLC, a TX Limited Liability Company, has a team of 5 employees, with 3 of them serving as advisors, catering to a small clientele consisting of 3 clients. The firm's SEC status has been approved, and it has been registered with the U.S. Securities and Exchange Commission since March 12, 2007.
Direct Owners
-
CLAY DONALD DANIELS
MANAGING MEMBER/VICE-PRESIDENT/SECRETARY owns more than 25% but less than 50%
-
DAVID LEE NELSON
MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JONATHAN FREDERICK ERICKSON
MANAGING MEMBER/VICE-PRESIDENT/TREASURER owns more than 25% but less than 50%