Daniel P. Laframboise
Professional summary
Daniel Pierre Laframboise is a registered financial advisor currently at DL WEALTH MANAGEMENT GROUP located in San Diego, California and AXION WEALTH ADVISORS located in San Diego, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Pierre Laframboise's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2018 - Present
DL WEALTH MANAGEMENT GROUP
Office #1: 6265 Greenwich Drive Suite 150, San Diego, CA 92121October 18, 2023 - Present
AXION WEALTH ADVISORS
Office #1: 6265 Greenwich Drive Ste. 150, San Diego, CA 92122September 27, 2012 - January 5, 2018
FFEC WEALTH PARTNERS LLC
September 26, 2012 - January 5, 2018
FFEC WEALTH PARTNERS LLC
July 7, 2011 - September 26, 2012
JRL CAPITAL ADVISORS LLC
July 6, 2011 - September 26, 2012
JRL CAPITAL CORPORATION
August 23, 2000 - June 30, 2011
WFP SECURITIES
December 23, 1994 - June 30, 2011
WFP SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2018)
(1/9/2018)
(3/12/2019)
Exams
Current Firm
AXION WEALTH ADVISORS
CRD#: 325396 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 40,164,900 |
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