Daniel M. Bereck
Professional summary
Daniel Mark Bereck, CFP® is a registered financial advisor currently at FINANCIAL CONSULTING ASSOCIATES located in Boulder, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Daniel has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mark Bereck's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 1999 - Present
FINANCIAL CONSULTING ASSOCIATES
Office #1: 1200 Pearl Street, Suite 210, Boulder, CO 80302-5237March 14, 1989 - April 2, 1990
RICHEY FINANCIAL GROUP, INC.
March 1, 1988 - March 9, 1989
SOURCE SECURITIES, INC.
January 9, 1985 - March 8, 1988
SECURITIES NETWORK, INC.
January 26, 1984 - January 17, 1985
CENTURY INVESTORS OF AMERICA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/1999)
Exams
Current Firm
FINANCIAL CONSULTING ASSOCIATES
CRD#: 114044 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 30,588,000 |
Red Flags
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