Daniel Leal, CRPC® (He, Him, His)

Wealth Advisor at Carson Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Lincoln, Nebraska Metropolitan Area
Languages
  • Spanish Native or bilingual proficiency
  • English Full professional proficiency

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Bio

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Credentials

  • Personal Investment Advisor
    Merrill Lynch Internal
    Jun, 2019
    - Nov, 2024

Experience

  • Carson Wealth
    • Wealth Advisor

  • Carson Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Associate Wealth Advisor
      • Mar 2021 - Present

      Investment advisory services offered though CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Investment advisory services offered though CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

  • Omaha Gymnastics Academy
    • Gymnastics Coach
      • Mar 2021 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2019 - Mar 2021

  • Nebraska School Of Gymnastics
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Gymnastics Coach
      • May 2018 - Mar 2021

Education

  • University of Nebraska Lincoln
    Bachelor's Degree
    2014 - 2018

Community

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