Daniel Harvey (CRD# 4700984) is an Investment Advisor Representative working at Dh Asset Management, LLC in Parker, TX and has over 20 years of experience in the finance industry.
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dh Asset Management, LLC | Parker, TX | Jan 2019 - Current | 5 |
| Patronus Advisors | Dallas, TX | Apr 2008 - Apr 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$867,353
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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