Daniel D. Parcel
Professional summary
Daniel Dean Parcel, who also goes by Dan Parcel, is a registered financial advisor currently at CC INVESTMENT ADVISORS, INC. located in Oklahoma City, Oklahoma.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dean Parcel's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2000 - Present
CC INVESTMENT ADVISORS, INC.
Office #1: 8101 N.w. 10th St, Suite B, Oklahoma City, OK 73127May 27, 1999 - September 1, 1999
VERAVEST INVESTMENTS, INC.
November 10, 1998 - April 20, 1999
OFG FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2000)
Exams
Current Firm
CC INVESTMENT ADVISORS, INC.
CRD#: 117895 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 16,372,435 |
Red Flags
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