Daniel David Thomason
ChFC®Professional Summary
Daniel David Thomason, ChFC®, who also goes by Daniel D Thomason, is a registered financial advisor currently at LIFESTYLE WEALTH located in Friendswood, Texas and CETERA ADVISORS LLC located in Friendswood, Texas. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Daniel has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel D Thomason
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
CENTURION ADVISORS CORP. | LIFESTYLE WEALTH | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | EVERETT FINANCIAL GROUP | DFW RETIREMENT PLANNERS
Contact Information
Main Address
211 West Edgewood Suite 300, Friendswood, TX 77546Phone Number
(281) 612-2035# of Employees
13SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,852AUM (Assets Under Management)
$571,164,427Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CENTURION ADVISORS CORP. | LIFESTYLE WEALTH | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | EVERETT FINANCIAL GROUP | DFW RETIREMENT PLANNERS
State Registrations and Notice Filings
(10/24/2017)
(9/8/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1996About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel David Thomason's CRS (Customer Relationship Summary).
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