Daniel R. Joyce
Professional summary
Daniel Richard Joyce is a registered financial advisor currently at IRA GROUP, INC. located in Atlanta, Georgia.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Richard Joyce's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2020 - Present
IRA GROUP, INC.
Office #1: 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309April 25, 2003 - December 10, 2012
IRA GROUP, INC.
March 24, 2003 - October 3, 2016
LPL FINANCIAL LLC
March 6, 2001 - October 3, 2016
LPL FINANCIAL LLC
June 2, 1997 - January 30, 2001
FORESIDE FUNDS DISTRIBUTORS LLC
December 13, 1994 - June 4, 1997
FPS BROKER SERVICES, INC.
July 27, 1984 - July 2, 1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
July 17, 1969 - April 9, 1984
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2020)
Exams
Series 1
Date: 7/10/1969
Registered Representative ExaminationCurrent Firm
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 630 |
| AUM (Assets Under Management) | $ 13,197,612,044 |
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.
