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Daniel Graber

9 Years of Experience
Smithsburg, MD
BrokerSells Insurance

Daniel Graber is a registered investment advisor, based in Smithsburg, MD, with 9 years of industry experience.

Location

12019 Bayer Drive, Smithsburg, MD, 21783

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Daniel is the Vice President of Graber Financial Services, Inc. providing back office support, and a member of Graber Investment LLC, an investment partnership. Daniel also assists a registered representative at Kestra Advisory Services, LLC in conducting insurance, investments, and financial planning services, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Kestra Advisory Services, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
NFP Advisor Services, LLC
March 2015 - March 2015 · 0 mos
NFP Advisor Services, LLCBroker
October 2014 - March 2015 · 5 mos
State Registrations1 state
MD
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.