Daniel John Duran
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2025 to now
- Charles Schwab Bank, SsbJun 2025 to now
- Northwestern Mutual Investment Services LLCMar 2025 to Jun 2025
- Northwestern Mutual Life Insurance CompanyFeb 2025 to Jun 2025
- UnemployedJun 2024 to Feb 2025
- AffirmaMar 2024 to Jun 2024
- Broadmoor Golf ClubMay 2023 to May 2024
- Adams Moving ServiceJun 2022 to Sep 2022
- University of WashingtonSep 2020 to Jun 2024
- UnemployedDec 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 8029256
- Firm CRD
- 5393