DANIELS & ERICKSON FINANCIAL ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 119687). Regulatory assets under management: $213.6M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Nelson Lee | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | CLARKSVILLE, TN |
| Nelson N Lee | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | Irvine, CA |
| David Lee Nelson | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Clay Donald Daniels | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | — |
| Jonathan Frederick Erickson | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | — |
| Michael Corbin Pendleton | MEMBER | — |
| DANIELS CLAY DONALD | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY; VICE-PRESIDENT/SECRETARY | — |
| ERICKSON JONATHAN FREDERICK | MANAGING MEMBER/VICE-PRESIDENT/TREASURER; VICE-PRESIDENT/TREASURER | — |
| PENDLETON MICHAEL CORBIN | MEMBER | — |