Dat D Dao

Role
Financial Advisor at Edward Jones
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Dat D Dao

I have served individual investors and business owners in and around the greater Houston…

Experience

  1. Financial Advisor

    Edward Jones

    Mar 2012 — Present

    I am a Financial Advisor with Edward Jones, I have eight years of experience in the industry and I am dedicated to helping my clients understand and meet their financial goals.

Skills

  • Bonds
  • 529 Plans
  • Cds
  • Retirement Planning
  • 401k Options
  • 401k
  • Estate Considerations
  • Traditional Ira
  • Roth Ira
  • Simple Ira
  • Annuities
  • Common Stocks
  • Mutual Funds
  • Life, Disability and Long Term Care Insurance
  • Sep Ira

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Dat D Dao — Financial Advisor at Edward Jones in Houston, TX, US | Unifers