Daniel Carnahan
Daniel Carnahan is a registered investment advisor at Cetera Investment Advisers LLC, based in Burkburnett, TX, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
308 S Ave D, Burkburnett, TX, 76354
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Regulatory History
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 ActivitiesSells Insurance
Daniel works as an accountant/bookkeeper doing tax preparation and payroll, dedicating nearly full-time hours to this. Daniel also works as an insurance agent and sells Equity Indexed Annuities (EIAs) through Avantax, spending minimal time on each activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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