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Daniel Jason Buster

Investment adviser representative at Valley Wealth Strategies, LLC
17 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 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

Experience

17 years in the industry.

  1. LPL Financial, LLCNov 2017 to now
  2. Valley Wealth Strategies, LLCApr 2017 to now
  3. National Planning CorporationOct 2009 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (CA).

Valley Wealth Strategies, LLC

$1.4BAssets managed
4,055Clients
23Advisers
8 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
2966622
Firm CRD
289737
Advisor's SEC record (opens in a new tab)
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