Daniel Etheridge Archer

Employer firm

Act Wealth Management, LLC CRD 155131

$569M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → Present
  Act Wealth Management, Llc
  Plano, TX

Previous Registrations

• 2006-08-03 → 2010-12-09
  True North Advisors, Llc
  Dallas, TX
• 2006-09-07 → 2006-11-01
  American Securities Group, Inc.
  Dallas, TX
• 2004-12-09 → 2006-07-31
  Retirement Advisors Of America
  Dallas, TX
• 2002-01-11 → 2004-12-10
  Ubs Financial Services Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-08-20

Designations

• Certified Financial Planner

Other Names

• Dan Archer
• Daniel E Archer