Danny La, Cfp®
AeroLeads people directory · profile

Danny La, Cfp® Email & Phone Number

Senior Vice President, Wealth Advisor at Capital Advisors at Capital Advisors
Location: Austin, Texas Metropolitan Area, United States 6 work roles 2 schools
1 work email found @capitaladv.com 1 phone found area 512 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@capitaladv.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Advisors
Role
Senior Vice President, Wealth Advisor at Capital Advisors
Location
Austin, Texas Metropolitan Area, United States
Company size
30 employees

Who is Danny La, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Danny La, Cfp® is listed as Senior Vice President, Wealth Advisor at Capital Advisors at Capital Advisors, a company with 30 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at capitaladv.com, phone signal with area code 512, and a matched LinkedIn profile for Danny La, Cfp®.

Danny La, Cfp® previously worked as Senior Vice President, Wealth Advisor at Capital Advisors and Branch Manager at Td Ameritrade. Danny La, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from The University Of Texas At San Antonio.

Company email context

Email format at Capital Advisors

This section adds company-level context without repeating Danny La, Cfp®'s masked contact details.

*@capitaladv.com
71% confidence

AeroLeads found 1 current-domain work email signal for Danny La, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Danny La, Cfp®

CERTIFIED FINANCIAL PLANNER™ located in Austin, TX with 15+ years experience working in the financial services industry including Business Development, Comprehensive Financial Planning, Portfolio Management, Sophisticated Investment Strategies and managing Long-Term Relationships of High Net Worth Individuals. Sales Professional with track record of Leadership. Graduated from The University of Texas at San Antonio with a B.B.A in Finance and The University of Georgia - Executive Program in Financial Planning.

Listed skills include Investments, Wealth Management, Investment Strategies, Sales Management, and 21 others.

Current workplace

Danny La, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Capital Advisors
Capital Advisors
Senior Vice President, Wealth Advisor at Capital Advisors
tulsa, oklahoma, united states
Website
capitaladv.com
Employees
30
AeroLeads page
Company profile
View company profile Email format
6 roles

Danny La, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Wealth Advisor

Current
Capital Advisors

Austin, Texas

Feb 2019 - Present

Branch Manager

Td Ameritrade

Austin, Texas Area

Producing Branch Manager specializing in business development, holistic financial planning and investment management. Multiple Presidents Club and Top Production awards.

Oct 2017 - Jan 2019

Branch Manager

Scottrade

Austin, Texas Area

Producing Branch Sales Manager that led a team of Investment Consultants to help clients achieve their financial goals. Achieved various Top Production accolades within the company including the company's highest award - President's Club.

May 2012 - Feb 2018

Senior Investment Consultant

Scottrade

Austin, Texas Area

Promoted various times to achieve senior status. Built long-term relationships with clients with a focus around business development and investment management to help clients achieve their financial goals.

Jan 2008 - May 2012

Sales Representative

American General Finance

San Antonio, Texas Area

Up sold lending and financing programs. Top Producer.

Dec 2007 - Feb 2008
Team & coworkers

Colleagues at Capital Advisors

Other employees you can reach at capitaladv.com. View company contacts for 30 employees →

SH Sean Hennessee Sean Hennessee Colleague at Capital AdvisorsTulsa Metropolitan Area, United States View → SB Simon Beresford, Cfp ® Simon Beresford, Cfp ® Colleague at Capital AdvisorsDallas-Fort Worth Metroplex, United States View → MG Marlene Gonzalez Opazo Marlene Gonzalez Opazo Colleague at Capital AdvisorsSantiago Metropolitan Area, Chile View → NK Nina Knight Nina Knight Colleague at Capital AdvisorsAubrey, Texas, United States, United States View → JW Jamie Wilson Jamie Wilson Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States View → EA Elena Aguirre Elena Aguirre Colleague at Capital AdvisorsTulsa, Oklahoma, United States, United States View → JT Jeremy Travis Jeremy Travis Colleague at Capital AdvisorsTulsa Metropolitan Area, United States View → DS Daniel Schluter, Cfa Daniel Schluter, Cfa Colleague at Capital AdvisorsFrisco, Texas, United States, United States View → SR Scott R. Frantz, Cfa Scott R. Frantz, Cfa Colleague at Capital AdvisorsDallas, Texas, United States, United States View → GH George Haas George Haas Colleague at Capital AdvisorsHouston, Texas, United States, United States View →
2 education records

Danny La, Cfp® education

FAQ

Frequently asked questions about Danny La, Cfp®

Quick answers generated from the profile data available on this page.

What company does Danny La, Cfp® work for?

Danny La, Cfp® works for Capital Advisors.

What is Danny La, Cfp®'s role at Capital Advisors?

Danny La, Cfp® is listed as Senior Vice President, Wealth Advisor at Capital Advisors at Capital Advisors.

What is Danny La, Cfp®'s email address?

AeroLeads has found 1 work email signal at @capitaladv.com for Danny La, Cfp® at Capital Advisors.

What is Danny La, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 512 for Danny La, Cfp® at Capital Advisors.

Where is Danny La, Cfp® based?

Danny La, Cfp® is based in Austin, Texas Metropolitan Area, United States while working with Capital Advisors.

What companies has Danny La, Cfp® worked for?

Danny La, Cfp® has worked for Capital Advisors, Td Ameritrade, Scottrade, American General Finance, and Northwestern Mutual.

Who are Danny La, Cfp®'s colleagues at Capital Advisors?

Danny La, Cfp®'s colleagues at Capital Advisors include Sean Hennessee, Simon Beresford, Cfp ®, Marlene Gonzalez Opazo, Nina Knight, and Jamie Wilson.

How can I contact Danny La, Cfp®?

You can use AeroLeads to view verified contact signals for Danny La, Cfp® at Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Danny La, Cfp® attend?

Danny La, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from The University Of Texas At San Antonio.

What skills is Danny La, Cfp® known for?

Danny La, Cfp® is listed with skills including Investments, Wealth Management, Investment Strategies, Sales Management, Series 7, Sales, Equities, and Mutual Funds.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.