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Daniel Leatherman

27 Years of Experience
Parkville, MD
BrokerSells Insurance

Daniel Leatherman is a registered investment advisor, based in Parkville, MD, with 27 years of industry experience.

Location

Parkville, MD

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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 owns Leatherman Financial Services, offering accounting services, tax preparation, insurance, investment products, advisory services, and financial planning since 2006, dedicating full-time hours. He also sells fixed index annuities, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2012 - September 2025 · 13 yrs 1 mo
Avantax Investment Services, INC.Broker
July 2012 - September 2025 · 13 yrs 2 mos
Global Brokerage Services, INC.Broker
March 2007 - October 2011 · 4 yrs 7 mos
Global Brokerage Services, INC.
February 2007 - October 2011 · 4 yrs 8 mos
Fbr Investment Management, INC.
January 2005 - April 2005 · 3 mos
Friedman, Billings, Ramsey & CO., INC.Broker
July 2003 - April 2005 · 1 yr 9 mos
Ferris, Baker Watts Incorporated
August 2002 - July 2003 · 11 mos
Ferris, Baker Watts IncorporatedBroker
August 2002 - July 2003 · 11 mos
American Express Financial Advisors, INC.
February 2002 - June 2002 · 4 mos
American Express Financial Advisors INC.Broker
January 2002 - June 2002 · 5 mos
Ids Life Insurance CompanyBroker
January 2002 - June 2002 · 5 mos
Deutsche Banc Alex. Brown INC.Broker
January 2001 - March 2001 · 2 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
October 1994 - September 1997 · 2 yrs 11 mos
State Registrations1 state
MD
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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