Daniel Deviney is a registered investment advisor, based in Bulverde, TX, with 30 years of industry experience.
Location
Bulverde, TX
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved in several outside business activities, including being a member of the Bulverde Lions Club and Chamber of Commerce, serving on the board of trustees for Howard Payne University, and being a church member. He also works as an independent insurance agent and provides business, marketing, and management consulting through Deviney Financial Services LLC, taking about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
U.S. Global Brokerage, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations5 states
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