Dan Seeds is a registered investment advisor, based in Dallas, TX, with 17 years of industry experience.
Location
5420 Lbj Freeway Ste 1940, Dallas, TX, 75240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dan coaches a club volleyball team, dedicating a few hours per week. He also works as a financial professional for Summit Financial Group, spending about 10-20% of his time managing client relationships and soliciting wealth management and employee benefits services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Bok Financial Advisors
Bok Financial Securities, INC.Broker
State Registrations1 state
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