Daniel Dubois
Investment adviser representative at Noble Wealth Management, Inc.
31 yearsExperience
1 stateRegistered in
$223.4MFirm assets
9 yearsFirm in business
Are you Daniel Dubois? Claim your profile
Contact this firm
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
- Pension consulting
Experience
31 years in the industry.
- B.B. Graham & CompanyMar 2017 to now
- Noble Wealth Management, Inc.Feb 2014 to now
- Rental PropertyNov 2007 to now
- Dubois Financial and Insurance Services Inc.Sep 2006 to now
- Daniel Dubois Cpa & CoOct 1986 to now
- Securities America, Inc.Feb 2017 to Mar 2017
- Foothill Securities, Inc.Sep 2014 to Dec 2016
- Spectrum Business NetworkJan 1989 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Noble Wealth Management, Inc.
$223.4MAssets managed
233Clients
3Advisers
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
- 4445529
- Firm CRD
- 169963