DS
DS

Daniel Lee Starling

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

241 Green Street, Fayetteville, NC, 28301

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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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Employment History
Current Registrations
United Brokerage Services, INCBroker
May 2023 - Present · 2 yrs 9 mos
United Brokerage Services INC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Secu Brokerage ServicesBroker
May 2022 - May 2023 · 1 yr
Credit Union Investment Services
May 2022 - May 2023 · 1 yr
Mwa Financial Services INC.Broker
February 2022 - May 2022 · 3 mos
State Registrations2 states
LANC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Lee Starling - Financial Advisor | TrueAdvisor