Daryl Braley Email & Phone Number
Senior Registered Representative @ Carter Financial Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Daryl Braley Location
- Dallas, TX, US
Daryl Braley Work
- Senior Registered Representative @ (March 2023 - Present)
- Director @ (January 2022 - March 2023)
- Registered Representative @ (June 2020 - January 2022)
- Client Service Specialist @ (December 2018 - June 2020)
- Registered Paraplanner with Doyle and Associates @ (December 2017 - November 2018)
- Client Service Specialist @ (May 2017 - November 2017)
- Senior Registered Client Service Associate @ (December 2015 - May 2017)
- Operations Analyst @ (May 2015 - November 2015)
- AVP and Senior Registered Sales Assistant @ (May 2007 - December 2014)
Daryl Braley Education
- Austin College
(Business Administration & Economics)
Daryl Braley Skills
- Bloomberg
- FACTSET
- Fidessa
- Stock Options
- Wealth Management
- 10b5-1 Plans
- Rule 144
- Pershing (NETX360) Back Office
- ACT
- Bill Good
- AEW Institutional Trading Software
- Directed Share Plans
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Thomson Reuters Eikon
- Equity Trading
- Variable Annuities
- Fixed Income
- Fixed Annuities
- Long-term Care
- Customer Relationship Management (CRM)
- Customer Service
- Database Administration
- Schwab Back Office Systems
- NFS - StreetScape back office systems
- ThomsonOne
- Sales Force
Daryl Braley Summary
- Daryl Braley, based in Dallas, TX, US, is currently a Senior Registered Representative at Carter Financial Management. Daryl Braley brings experience from previous roles at Requisite Capital Management, Carter Financial Management, True North Advisors and Ameriprise Financial Services, Inc.. Daryl Braley holds a Austin College. With a robust skill set that includes Bloomberg, FACTSET, Fidessa, Stock Options, Wealth Management and more. Daryl Braley has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daryl Braley?
Find contact details for 700 million professionals.
Others Named Daryl Braley
Top Carter Financial Management Employees
Joel Berg
Financial Planner
Dallas, TX, US
Daryl Braley
Senior Registered Representative
Dallas, TX, US
Deborah Hickey
Financial Planner
Dallas, TX, US
Ellenore Baker
Financial Advisor
Dallas, TX, US
Anna Wood
Marketing and Client Services Specialist
Plano, TX, US
Daniel Swain
Financial Planner
Dallas, TX, US
Benjamin Jones
Client Service Associate
Dallas, TX, US
Bill Carter
CEO and Founder
Dallas, TX, US
Julian Cantu
Client Service Associate
Dallas, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co