DANIEL VAL POULSEN is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with PRIVATE ADVISORY GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIVATE ADVISORY GROUP LLC | 2026-02-02 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-01-21 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-08-21 | 2025-03-31 | — |