Unclaimed Profile

Daniel Etheridge Archer

ACT WEALTH MANAGEMENT, LLC·ALLEN, Texas

Series 7, Series 63, Series 6524 years registeredACT WEALTH MANAGEMENT, LLC

ONE BETHANY EAST, ALLEN, TX 75013CRD# 2762084Firm CRD# 155131

Profile Verification

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

Identity

Daniel Etheridge Archer · ALLEN, TX

Registration

CRD #2762084 · ACT WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ACT WEALTH MANAGEMENT, LLC

Dec 2010 – present

AMERICAN SECURITIES GROUP, INC.

Sep 2006 – Nov 2006

DALLAS, TX

TRUE NORTH ADVISORS, LLC

Aug 2006 – Dec 2010

DALLAS, TX

RETIREMENT ADVISORS OF AMERICA

Dec 2004 – Jul 2006

DALLAS, TX

UBS FINANCIAL SERVICES INC.

Jan 2002 – Dec 2004

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 2002

Years registered · 24

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ACT WEALTH MANAGEMENT, LLC

CRD 155131 · SEC 801-71924

AUM

$395M

Regulatory assets under management

Employees

487 client accounts

Services offered by ACT WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Etheridge Archer offer?

Daniel Etheridge Archer specializes in Investment Management, Fee-Only Advisory. Contact their office in ALLEN, Texas for a consultation.

What are Daniel Etheridge Archer's credentials?

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

Where is Daniel Etheridge Archer located?

Daniel Etheridge Archer is based in ALLEN, Texas, working with ACT WEALTH MANAGEMENT, LLC. Their office serves clients in the ALLEN metropolitan area and surrounding communities.

How does Daniel Etheridge Archer charge for services?

Daniel Etheridge Archer'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 ACT WEALTH MANAGEMENT, LLC?

ACT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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