Daniel Bruza [ChFEBC℠]
2030 Dickory Ave Suite 102
New Orleans, LA 70123
Original Certification Date: 12/3/2009
ChFEBC℠ Number: ND201B199
Organization: Livingston/Bruza Wealth Management
Broker Dealer: LPL Financial
Phone: 504-818-2516
Cell: 504-452-2698
Fax: 504-818-2518
Email: danny@livingstonfinancialgroup.com
Website: www.dannybruza.com
States Currently Licensed: LA, MS, TX, OK, KS
Primary Insurance: Most top 20 A+ carries. Transamerica, Pruco…
Primary Investment: Managed accounts that use many different strategies and mutual funds, UMA’s
Services: Retirement planning, exit planning, estate planning, income planning