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DD

Daniel L. Duree

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CRD#: 6605986
DD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Lee Duree was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2016. Daniel had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 23, 2016 - December 31, 2018

DANIEL DUREE INVESTMENT ADVISOR

RIA
CRD#: 282715
WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2016
Uniform Investment Adviser Law Examination

Current Firm

DD
DANIEL DUREE INVESTMENT ADVISOR
DANIEL DUREE INVESTMENT ADVISOR | DUREE, DANIEL LEE | DANIEL L. DUREE INVESTMENT ADVISOR | DANIEL L. DUREE INVESTMENT ADVISER

CRD#: 282715 / SEC#:

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Contact information

Main Address
1535 N. Main Street, Suite 240, Walnut Creek, CA 94596
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

DANIEL DUREE INVESTMENT ADVISOR

CRD#: 282715

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