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Daniel Froning

2 Years of Experience
Tampa, FL
BrokerSells Insurance

Daniel Froning is a registered investment advisor, based in Tampa, FL, with 2 years of industry experience.

Location

100 S. Ashley Drive, Suite 830, Tampa, FL, 33602

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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 works as a financial planner for Concurrent Investment Advisors, dedicating nearly full-time hours to this role. He also works as an agent providing fixed insurance advice, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Concurrent Investment Advisors, LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations3 states
COLATX
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.