Unclaimed Profile

Daniel Joseph Rooker

SLP WEALTH LLC·DURHAM, North Carolina

Clean recordSLP WEALTH LLC

555 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 6121324Firm CRD# 325631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Rooker · DURHAM, NC

Registration

CRD #6121324 · SLP WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Joseph Rooker is a registered financial advisor based in DURHAM, North Carolina, affiliated with SLP WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SLP WEALTH LLC

SLP WEALTH

AUM

$9M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SLP WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6121324

Firm CRD# 325631

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Joseph Rooker offer?

Daniel Joseph Rooker specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Daniel Joseph Rooker's credentials?

Daniel Joseph Rooker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Rooker located?

Daniel Joseph Rooker is based in DURHAM, North Carolina, working with SLP WEALTH LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Daniel Joseph Rooker charge for services?

Daniel Joseph Rooker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLP WEALTH LLC?

SLP WEALTH LLC has approximately 25 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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