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
Financial Advisor
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
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