Robert Daniel is a registered investment advisor, based in Memphis, TN, with 17 years of industry experience.
Location
1755 N Kirby Pkwy Ste 300, Memphis, TN, 38120
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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 →Other Business Activities
Robert operates Simmons Investment Services as a DBA for his LPL business. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
February 2026 - Present · 3 mos
Ameritas Advisory Services, LLC
January 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLCBroker
March 2024 - August 2025 · 1 yr 5 mos
LPL Financial LLC
March 2024 - August 2025 · 1 yr 5 mos
Raymond James & Associates, INC.
January 2021 - March 2024 · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
July 2020 - March 2024 · 3 yrs 8 mos
Carty & Company, INC.Broker
September 2007 - April 2020 · 12 yrs 7 mos
State Registrations1 state
TN
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.