Daniel Malone is a CFP-designated registered investment advisor, based in Richardson, TX, with 9 years of industry experience.
Location
2600 N Central Expressway, Suite 750, Richardson, TX, 75080
Get directionsHistory
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 Activities
Daniel works as a financial advisor through Kestra Investment Services and Kestra Advisory Services, dedicating full-time hours to these activities. He is also the President of WDW Tax Services, spending minimal time on this role.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations30 states
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.