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Daniel Joseph Duval

President And Chief Compliance OfficerGenesis Wealth Advisors, LLCCRD 6220899

About Daniel Joseph Duval

Daniel Joseph Duval is listed as President And Chief Compliance Officer at Genesis Wealth Advisors, LLC in Braintree, MA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Genesis Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Joseph Duval work?

Daniel Joseph Duval is listed as President And Chief Compliance Officer at Genesis Wealth Advisors, LLC on SEC Form ADV.

How much of Genesis Wealth Advisors, LLC does Daniel Joseph Duval own?

Form ADV reports a beneficial ownership band of 50-75%.

Genesis Wealth Advisors, LLC

TitlePresident And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2019
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