Daniel Brian Binn
Investment adviser representative at Private Portfolios, Inc.
26 yearsExperience
2 statesRegistered in
$293.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Private Portfolios, Inc.Jul 2000 to now
- Securities America, IncJul 2000 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Portfolios, Inc.
$293.5MAssets managed
267Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2378500
- Firm CRD
- 111905