Daniel Martin is a registered investment advisor, based in Dallastown, PA, with 1 years of industry experience.
Location
238 W Main St, Dallastown, PA, 17313
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the owner and agent of Dan Martin Insurance Agency, representing State Farm and its affiliates, since January 2025. He spends about half of his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
July 2024 - Present · 1 yr 10 mos
State Farm Vp Management CORP.Broker
July 2024 - Present · 1 yr 10 mos
State Farm Investment Management CORP.
July 2024 - Present · 1 yr 10 mos
State Registrations2 states
MDPA
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.