Unclaimed Profile

Daniel Richard Webster

FUSION CAPITAL, LLC·MT. PLEASANT, South Carolina

Series 65Clean record18 years registeredFUSION CAPITAL, LLC

1459 STUART ENGALS BLVD, MT. PLEASANT, SC 29464CRD# 5464146Firm CRD# 154726

Profile Verification

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

Identity

Daniel Richard Webster · MT. PLEASANT, SC

Registration

CRD #5464146 · FUSION CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FUSION CAPITAL, LLC

Oct 2010 – present

AMERICAN INVESTMENT SERVICES

Jan 2008 – Oct 2010

N. MYRTLE BEACH, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 8, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSION CAPITAL, LLC

CRD 154726 · SEC 801-110473

AUM

$360M

Regulatory assets under management

Employees

1,758 client accounts

Services offered by FUSION CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUSION CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Richard Webster offer?

Daniel Richard Webster specializes in Investment Management, Fee-Only Advisory. Contact their office in MT. PLEASANT, South Carolina for a consultation.

What are Daniel Richard Webster's credentials?

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

Where is Daniel Richard Webster located?

Daniel Richard Webster is based in MT. PLEASANT, South Carolina, working with FUSION CAPITAL, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.

How does Daniel Richard Webster charge for services?

Daniel Richard Webster's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSION CAPITAL, LLC?

FUSION CAPITAL, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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