Daniel G. Skiles

ALTRUIST FINANCIAL LLC

SAN DIEGO, CA 92131

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CRD#: 2528485

Professional summary

Daniel Gorham Skiles, who also goes by Dan G. Skiles, Dan Gorham Skiles, Dan Skiles, Daniel Gorham Skiles, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in San Diego, California.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1994. Daniel has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Dan G. Skiles | Dan Gorham Skiles | Dan Skiles | Daniel Gorham Skiles

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel Gorham Skiles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2024 - Present

ALTRUIST FINANCIAL LLC

Office #1: 9845 Erma Road Ste 312, San Diego, CA 92131

CRD#: 299274

SAN DIEGO, CA

Past

May 28, 2009 - December 11, 2024

SHAREHOLDERS SERVICE GROUP, LLC

CRD#: 125226

SAN DIEGO, CA

Past

November 26, 2001 - June 5, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Past

June 1, 1998 - September 19, 2001

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

August 31, 1994 - June 1, 1998

JACK WHITE & COMPANY, INC.

CRD#: 7645

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/11/2024)

Exams

State Security Law Exam

Series 63

Date: 11/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/14/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALTRUIST FINANCIAL LLC

ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

3030 S La Cienega Blvd, Culver City, CA 90232

Mailing Address

3030 S La Cienega Blvd, Culver City, CA 90232

Phone number

(888) 510-4660

Established

Delaware since 10/08/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ALTRUIST CORP	MEMBER
BAHADORI, MAZI [NMN]	CEO AND CCO	5749453
GERINGER, JASON	FINOP	5781274
JUNKER, DAVID J	SENIOR DIRECTOR OF CLEARING OPERATIONS (POO)	6073985
MENNOW, ROBERT ALLISON	HEAD OF ADVISOR OPERATIONS	3070390
WARNER, WESLEY DEE	SENIOR DIRECTOR OF ADVISOR OPERATIONS	5584384

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel G. Skiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel Gorham Skiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHAREHOLDERS SERVICE GROUP, LLC

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

JACK WHITE & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/4/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/30/1994

Series 24

Date: 11/14/1996

FINRA

Current Firm

ALTRUIST FINANCIAL LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ALTRUIST FINANCIAL LLC

TRUST BUT VERIFY

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