Dana Cabela is a registered investment advisor, based in Austin, TX, with 3 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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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
Dana is an agent selling fixed and traditional insurance products, dedicating minimal time to this activity. Dana is also an Investment Advisor Representative and a Registered Representative with Oakwood Capital Securities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations5 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.