Dai Securities, Llc
We use powerful words like discipline, strength and steadfast on purpose. They mean something to us and we know they do to you as well. We believe in working alongside our advisors and their clients employing a holistic approach with innovative solutions. As a full service, Broker-Dealer and Registered Investment Adviser, DAI offers its advisors and their clients: Traditional Investments Non-Traditional Investments Asset Management Multigenerational Wealth Planning Family Office DAI advisors have readily available access to our network of industry and sector experts as well as DAI’s senior leadership that have spent spent their careers accumulating vital knowledge and valuable experience. Our team is dedicated to comprehensively supporting our advisors with transitioning tools and ongoing front/back office tactics, technology and marketing opportunities to help their individual businesses continue to thrive and grow. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JM
John Martin
SVP - Wealth Management · Finance & Accounting
EmailPhone - LA
Lauren Adolphson
Senior Vice President, Investment Products · Other
EmailPhone - CC
Craig Covington
President and Ddo · Other
EmailPhone - MI
Matt Ingber
Chief Operating Officer · General Business & Management
EmailPhone - AI
Amanda Ingwersen
Senior Operations Manager · Operations
EmailPhone - CB
Candace B.
VP Wealth Management Compliance Officer · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Dai Securities, Llc
6 distinct titles indexed · top 6 shown.
- 2senior vice president, investment products
- 1chief operating officer
- 1president and ddo
- 1senior operations manager
- 1svp - wealth management
- 1vp wealth management compliance officer
Sign up to unlock all 9 contacts at Dai Securities, Llc
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