DC
Daniel Conners
from Entrust Wealth Advisors, LLC
Daniel Conners is a financial advisor based in California, San Diego,
with 41 years of experience. Daniel currently works for
Entrust Wealth Advisors, LLC.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Conners works at Entrust Wealth Advisors, LLC
Entrust Wealth Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $320,821,340 of assets under management and employs about 5 people. Entrust Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management and real property management fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management and real property management fees
Office location
12760 High Bluff Drive, Suite 110, San Diego, California, 92130
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