professional profile
Daniel Paul Westfall, CFP
Overview
Daniel Paul Westfall is an insurance agent and an investment adviser representative based in FL, with 15 years in the industry.
- Years in the industry
- 15
- States licensed
- 2
- States registered
- 4
- Carrier appointments
- 37
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 2 states
- Registered in 4 states
5 lines of authority, with every state and its dates
Firms
- Client Focused FinancialCurrent firm
Employment history since 2012
Carriers
37 active carrier appointments
Book and practice
Firm assets under management on file
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