DH
Daniel G. Hungerford
GEORGE, MORGAN & SNEED, P.C.
WEATHERFORD, TX 76086
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CRD#: 7841159
DH
Professional summary
Daniel Gene Hungerford is a registered financial advisor currently at GEORGE, MORGAN & SNEED, P.C. located in Weatherford, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm .
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.
George, Morgan & Sneed, P.C. is an accounting firm and I am a CPA
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gene Hungerford'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 28, 2024 - Present
GEORGE, MORGAN & SNEED, P.C.
Office #1: 1849 Wall St, Weatherford, TX 76086RIA
CRD#: 329356
WEATHERFORD, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(2/28/2024)
Exams
Current Firm
GM
GEORGE, MORGAN & SNEED, P.C.
GEORGE, MORGAN & SNEED, P.C.
CRD#: 329356 / SEC#:
Texas
Registered Investment Advisory firm - (2/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1849 Wall St, Weatherford, TX 76086
Mailing Address
Phone number
(817) 594-2704
Established
Firm type
Fiscal year end
# of Employees
21
Red Flags
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