Daniel A Edelen
Professional Summary
Daniel A Edelen, who also goes by Daniel Alan Edelen, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2010 - 2018. Daniel had worked at 6 firms and has passed the Series 65, Series 63, 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 Alan Edelen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BV SECURITIES, LLC | PETROGROWTH ENERGY ADVISORS, L.L.C.
Contact Information
Main Address
8390 Lbj Freeway, Suite 570, Dallas, TX 75243Mailing Address
8390 Lbj Freeway, Suite 570, Dallas, TX 75243Phone Number
(800) 484-0073Established
Texas since 11/23/1999Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (36 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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