Daniel E. Archer

ACT WEALTH MANAGEMENT

Allen, TX 75013

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CRD#: 2762084

Professional summary

Daniel Etheridge Archer JR, CFP®, who also goes by Dan Archer, Daniel E Archer, is a registered financial advisor currently at ACT WEALTH MANAGEMENT, LLC located in Allen, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Archer | Daniel E Archer

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) - RIA

Click below to view Daniel Etheridge Archer JR'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

December 8, 2010 - Present

ACT WEALTH MANAGEMENT, LLC

Office #1: One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013

RIA

CRD#: 155131

Allen, TX

Past

September 7, 2006 - November 1, 2006

AMERICAN SECURITIES GROUP, INC.

RIA

CRD#: 43730

DALLAS, TX

Past

August 9, 2006 - October 8, 2007

AMERICAN SECURITIES GROUP, INC.

CRD#: 43730

DALLAS, TX

Past

August 3, 2006 - December 9, 2010

TRUE NORTH ADVISORS, LLC

RIA

CRD#: 116048

DALLAS, TX

Past

December 9, 2004 - July 31, 2006

RETIREMENT ADVISORS OF AMERICA

RIA

CRD#: 106968

DALLAS, TX

Past

January 11, 2002 - December 10, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

January 11, 2002 - December 10, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 19, 1996 - January 23, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACT WEALTH MANAGEMENT, LLC

ACT WEALTH MANAGEMENT, LLC | DESIGNS OF BEARS, LLC

CRD#: 155131 / SEC#: 801-71924

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Mexico
(6/28/2019)

IAR

Texas
(12/8/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/1996

General Securities Representative Examination

Current Firm

ACT WEALTH MANAGEMENT, LLC

ACT WEALTH MANAGEMENT, LLC | DESIGNS OF BEARS, LLC

CRD#: 155131 / SEC#: 801-71924

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

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Contact information

Main Address

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013

Mailing Address

Phone number

(214) 618-2022

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 460,885,050

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 E. Archer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Etheridge Archer JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN SECURITIES GROUP, INC.

AMERICAN SECURITIES GROUP, INC.

TRUE NORTH ADVISORS, LLC

RETIREMENT ADVISORS OF AMERICA

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ACT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1996

Series 63

Date: 8/20/1996

Series 7

Date: 8/16/1996

Current Firm

ACT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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