Daniel Austin Driver
Professional Summary
Daniel Austin Driver, who also goes by Daniel Driver, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Willow Park, Texas. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Austin Driver, Daniel Driver
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Disclosures on record.
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.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Current Firm
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
Contact Information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746Phone Number
(512) 600-5390# of Employees
172SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
15,595AUM (Assets Under Management)
$11,878,526,853Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 04/29/2025 | Cover Page | Report |
| 01/29/2024 | Cover Page | Report |
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
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.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Primary Firm SEC Registration
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(10/11/2024)
(1/4/2022)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Austin Driver's CRS (Customer Relationship Summary).
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
JEFFERIES LLC
CYPRESS COAST INVESTMENTS
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.