Daniel Mccall is a CFP-designated registered investment advisor, based in Raleigh, NC, with 20 years of industry experience.
Location
434 Fayetteville St, Ste 400, Raleigh, NC, 27601
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
October 2020 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
October 2020 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2006 - January 2018 · 11 yrs 6 mos
Bb&t Investment Services, INC.Broker
July 2006 - January 2018 · 11 yrs 6 mos
PNC Investments
May 2006 - July 2006 · 2 mos
PNC InvestmentsBroker
October 2005 - July 2006 · 9 mos
PNC InvestmentsBroker
March 2005 - July 2005 · 4 mos
State Registrations16 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.