Daniel G Bingham
Investment adviser representative at Forthright Capital
11 yearsExperience
1 stateRegistered in
$107.7MFirm assets
3 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
- Pension consulting
Experience
11 years in the industry.
- Forthright CapitalApr 2026 to now
- Forthright Capital Advisory LLCApr 2026 to now
- Fbl Wealth Management LLCJun 2025 to Apr 2026
- Fbl Marketing ServicesJul 2021 to Apr 2026
- Fbl Financial GroupJun 2021 to Apr 2026
- Winn-marion, BarberOct 2018 to Jun 2021
- Fbl Marketing ServicesMar 2016 to Oct 2018
- Farm Bureau Financial ServicesJun 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 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
- 6625951
- Firm CRD
- 323596