Daniel Charles Estes
Investment adviser representative at Pin Oak Investment Advisors Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$784.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Pin Oak Investment Advisors, IncSep 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pin Oak Investment Advisors Inc
$784.8MAssets managed
322Clients
6Advisers
36 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
- 2566459
- Firm CRD
- 105550