Daniel Joseph Neeley
Investment adviser representative at Harold Dance Investments
18 yearsExperience
2 statesRegistered in
PFSDesignation
$158MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Harold Dance InvestmentsJun 2008 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Harold Dance Investments
Legal name: Harold W. Dance Inc.
$158MAssets managed
306Clients
8Advisers
2 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
- 5556337
- Firm CRD
- 1582