Daniel Demoss
Daniel Demoss is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tulsa, OK, with 27 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
3108 E. 81st St., Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner/proprietor of 918 Tax Doctor LLC (accounting/CPA), Delta LLC dba The Turner Group (support company), Jozai Senjo LLC (support company), Metsudah LLC (business owner), and Taj Mahal Properties LLC (rental real estate). He dedicates minimal time to most of these businesses, except for Taj Mahal Properties LLC, where he spends a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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