PD
CFA
PD
CFA
Paul Daggett is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Dallas, TX, with 16 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Fee-Only (% of Portfolio)
Firm Size
858 advisors
IM Fee
Planning only
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Location
Rosewood Court, 2101 Cedar Springs Road, 12th Floor, Suite 1200, Dallas, TX, 75201-3857
Get directionsHistory
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 →Employment History
Current Registrations
Neuberger Berman Bd LLC
January 2012 - Present · 14 yrs 9 mos
Neuberger Berman Bd LLC
May 2010 - Present · 16 yrs 5 mos
Neuberger Berman Bd LLCBroker
May 2010 - Present · 16 yrs 5 mos
State Registrations2 states
NYTX
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.
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