Daniel W. Staudacher
Professional summary
Daniel William Staudacher is a registered financial professional currently at WORTH FINANCIAL GROUP INC. located in Lantana, Texas.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel William Staudacher's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2017 - Present
WORTH FINANCIAL GROUP INC.
May 28, 1997 - September 20, 2017
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/18/2025)
(5/30/2019)
(2/16/2018)
(8/22/2018)
(11/13/2017)
(10/8/2025)
(6/2/2020)
(1/3/2023)
(2/27/2021)
(3/19/2019)
(3/13/2019)
(10/23/2017)
(2/9/2018)
(3/4/2025)
Exams
FINRA
Current Firm
WORTH FINANCIAL GROUP INC.
CRD#: 13478 / SEC#: , 8-29827
Contact information
FINRA licenses (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 2,539,237 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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