Daniel H. Ellison
Professional summary
Daniel Hall Ellison, who also goes by Daniel Ellison, Daniel Hall Ellison, Danny Ellison, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2012. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Hall Ellison's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2023 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201September 1, 2023 - October 16, 2023
CHARLES SCHWAB & CO., INC.
December 3, 2018 - September 1, 2023
TD AMERITRADE, INC.
March 17, 2017 - March 5, 2018
CHARLES SCHWAB & CO., INC.
September 3, 2012 - August 18, 2016
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/2/2023)
(11/2/2023)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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