DP
DP

Daniel Wesley Prevett

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

111 Bryon Ave, Berea, KY, 40403

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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.

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Other Business Activities

Daniel owns Parallel, LLC, an agriculture services company, and spends about a quarter of his time on the business during trading hours and about a quarter of his time outside trading hours. He is also the sole owner of Safe Lock Advisors, LLC d/b/a Prevett Financial, a Kentucky Registered RIA.

Employment History
Current Registrations
Stirlingshire Investments
November 2025 - Present · 3 mos
Prevett Financial
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Capstone Wealth Advisors, LLC
May 2025 - November 2025 · 6 mos
State Registrations4 states
ALFLKYNY
Advisor
Exams
No exam information available for this advisor.