DD
DD

Daniel Wade Dubose

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

7887 San Felipe Street, Suite 122, Houston, TX, 77063

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Daniel is a Firm Partner at Castle & Company CPAs Capital, PLLC and President & General Manager at Daniel W. Dubose, PC, both CPA firms. He also works as an Independent Agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating minimal time to these insurance-related activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Forta Financial Group, INC.
June 2020 - October 2021 · 1 yr 4 mos
Archer Investment Corporation
February 2017 - June 2020 · 3 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.