Ameriprise Financial Services
47yrs
Top advisor by experience in Beaumont
27yrs
Daniel Hall is a fiduciary financial advisor in Beaumont, Texas, with 27 years in the industry. Daniel joined Stifel, Nicolaus & Company in 2023, after 24 years at Merrill. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 125 advisors with offices in Beaumont, and one of 120 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 21% by experience in Texas
Office6310 Delaware Street, Beaumont, TX 77706
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2000 – 2023MerrillPreviously
Contact Daniel
Local office(409) 757-8580Ask for Daniel. (314) 342-2000Main office · St. Louis, MO 6310 Delaware StreetBeaumont, TX 77706Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (409) 757-8580 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Daniel Hall.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 27 years. Top 21% by experience in Texas.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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