DA
DA

Daniel William Ashley

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,090 clients
Average Client Portfolio
$550K average
Assets Under Management
$599.2M

Fee Structure

Minimum Investment:$25K
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Location

Benbrook, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Daniel is involved in the solicitation and sale of insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
Signal Securities, INC.
June 2007 - Present · 18 yrs 8 mos
Signal Securities, INC.Broker
September 2001 - Present · 24 yrs 5 mos
Previous Registrations
Pan-American Financial AdvisersBroker
February 1999 - September 2001 · 2 yrs 7 mos
Mutual Service CorporationBroker
November 1994 - February 1999 · 4 yrs 3 mos
State Registrations6 states
CAIDMDMIMNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.