Daniel Thomas Proulx

ChFC

29 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth

Isc Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,989 clients

Average Client Portfolio

$774K average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Isc Advisors, INC.

September 2013 - Present · 12 yrs 5 mos

Institutional Securities Corporation

August 2007 - Present · 18 yrs 6 mos

Institutional Securities CorporationBroker

August 2007 - Present · 18 yrs 6 mos

Previous Registrations

Institutional Securities Corporation

August 2007 - December 2013 · 6 yrs 4 mos

Sws Financial Services

April 2007 - August 2007 · 4 mos

Sws Financial ServicesBroker

August 1997 - August 2007 · 10 yrs

Cullum & Sandow Securities, INC.Broker

July 1996 - August 1997 · 1 yr 1 mo

State Registrations3 states

GAPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.