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Daniel Keith Strickland

Sutterfield Financial Group, INC.
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Sutterfield Financial Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M

Fee Structure

Minimum Investment:None

Location

Daingerfield, TX

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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 Activities

Daniel is the CFO of Cox Logistics LLC, a transportation trucking company.

Employment History
Current Registrations
Sutterfield Financial Group, INC.
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Signal Securities, INC.
January 2008 - May 2011 · 3 yrs 4 mos
Strategic Financial Concepts, LLC
May 2007 - January 2008 · 8 mos
Oxford Asset Management, LLC
November 2006 - January 2007 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.