DP
DP

Daniel Peters-Rodbell

13 Years of Experience
Belle Chasse, LA
BrokerSells Insurance

Daniel Peters-Rodbell is a registered investment advisor, based in Belle Chasse, LA, with 13 years of industry experience.

Location

8611 Highway 23, Suite 1-C, Belle Chasse, LA, 70037

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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 ActivitiesSells Insurance

Daniel is a financial professional at The Ansardi Group, LLC and a planning associate at Ansardi Financial Services LLC, dedicating full-time hours to each role. He also serves as treasurer for the New Orleans Official Liverpool FC Supporters Club, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Concourse Financial Group Advisors
July 2016 - February 2025 · 8 yrs 7 mos
Concourse Financial Group Securities, INC.Broker
June 2012 - February 2025 · 12 yrs 8 mos
State Registrations26 states
ALARAZCACOFLGAILLAMDMIMOMSMTNCNVNYOHPASCTNTXUTWAWIWV
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.
Daniel Peters-Rodbell - Financial Advisor | TrueAdvisor