Daniel Thomason is a ChFC-designated registered investment advisor, based in Friendswood, TX, with 29 years of industry experience.
Location
211 West Edgewood, Suite 300, Friendswood, TX, 77546
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent contractor selling fixed, life, health, and property & casualty insurance products since 2016, dedicating a few hours per week. He also performs advisory functions for First Allied and Lifestyle Financial Advisors, spending most of his time with these entities, and is a Registered Investment Advisor for Lifestyle Asset Management Inc., dedicating about half his time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Lifestyle Asset Management, INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.