Daniel Bird is a registered investment advisor, based in Birmingham, AL, with 29 years of industry experience.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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.
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Daniel is a member of BCES LLC, an entity used to pay office rent and share office expenses, dedicating minimal time to this activity. He also serves as the Power of Attorney (POA) for his father, spending a few hours per week on this investment-related role.
Employment History
Current Registrations
Stonex Securities INC.
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations7 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.