DC
Daniel A. Courson
KESTRA ADVISORY SERVICES
Orlando, FL 32814
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CRD#: 5480841
DC
Professional summary
Daniel Alan Courson is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Orlando, Florida and KESTRA INVESTMENT SERVICES, LLC located in Orlando, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(dba) SECURITY FINANCIAL MANAGEMENT, INC.: Investment Advisor Representative: Financial Planning & Wealth Management: Investment Related: Yes: Number of Hours: 216: Securities Trading Hours: 160: Start Date: 06/08/2010: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814: Financial Planning, Investment Planning, Insurance Planning. (dba) SECURITY FINANCIAL MANAGEMENT, INC.: Agent: Financial Planning & Wealth Management Investment Related: Yes: Number of Hours: 9; Securities trading hours: 7: Start Date: 06/08/2010: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814: Insurance Agent. COURSON WEALTH MANAGEMENT LLC: Authorized Member: Pass through income; Investment Related: No: Number of hours: 0: Securities trading hours: 0: Start Date: 02/08/2018: 8664 Martinson St, Orlando FL 32827: Per the advice of my tax advisor, the LLC S-Corp is established strictly for the purposes of reducing tax liability versus filing as a self-employed contractor. FMT SOLUTIONS, LLC: Licensed Instructor: Educational Seminars: Investment Related: Yes: Number of hours: 3: Securities trading hours: 0: Start date: 10/01/2019: 300 Oswego Pointe Dr, Ste 101, Lake Oswego, OR 97034: Free Retirement Planning seminars. SECURITY FINANCIAL MANAGEMENT POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2010 ADDRESS: 2420 S Lakemont Ave, Ste 120, Orlando FL 32814, United States DESCRIPTION: Financial Planning and Advisory Services Investment Management Insurance Services: Life, Disability, and Long-Term Care KESTRA ADVISORY SERVICES POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Financial Planning and wealth management services
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alan Courson's 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®
NoneExperience
Current
February 9, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814Office #2: 8245 Devereux Drive Suite 103, Melbourne, FL 32940RIA
CRD#: 283330
Orlando, FL
Current
January 31, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2420 S. Lakemont Ave Suite 120, Orlando, FL 32814Office #2: 8245 Devereux Drive Suite 103, Melbourne, FL 32940BD
CRD#: 42046
Orlando, FL
Past
June 22, 2010 - February 25, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ORLANDO, FL
Past
June 8, 2010 - February 25, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ORLANDO, FL
Past
April 10, 2008 - May 6, 2010
EDWARD JONES
RIA
CRD#: 250
ALTAMONTE SPRINGS, FL
Past
March 17, 2008 - May 6, 2010
EDWARD JONES
BD
CRD#: 250
ALTAMONTE SPRINGS, FL
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/31/2022)
RR
Arizona(1/31/2022)
RR
Arkansas(11/22/2024)
RR
California(1/31/2022)
RR
Connecticut(1/31/2022)
RR
Florida(1/31/2022)
IAR
Florida(2/9/2022)
RR
Georgia(1/31/2022)
RR
Idaho(1/31/2022)
RR
Illinois(7/28/2025)
RR
Indiana(1/31/2022)
RR
Kentucky(1/30/2025)
RR
Michigan(1/31/2022)
RR
Missouri(1/31/2022)
RR
North Carolina(2/25/2022)
RR
Oklahoma(1/31/2022)
RR
Tennessee(1/31/2022)
RR
Texas(4/25/2024)
IAR
Texas(4/26/2024)
RR
Virginia(1/31/2022)
RR
Washington(1/31/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
