Daniel Rebmann
Daniel Rebmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
40 NE Loop 410, Ste 630, San Antonio, TX, 78216
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2016Customer Dispute
February 2014Other Business Activities
Daniel is a board member for Social Venture Partners - San Antonio and Biblical Leadership for Excellence, both non-profit organizations. These activities require a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc One Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations20 states
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.