Daniel Strickland
Daniel Strickland is a registered investment advisor at Sutterfield Financial Group, INC., based in Daingerfield, TX, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,129 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Fees range from 0.40% to 2.40% annually depending on portfolio size and services rendered. Fees are negotiable.
Fee Estimator
Location
Daingerfield, TX
Get directionsHistory
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 Activities
Daniel is the CFO of Cox Logistics LLC, a transportation trucking company.
Employment History
Current Registrations
Sutterfield Financial Group, INC.
Previous Registrations
Signal Securities, INC.
Strategic Financial Concepts, LLC
Oxford Asset Management, LLC
State Registrations1 state
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.