Invista Advisors’ Dan Sloan Involved in Customer Settlements


Dan Sloan (CRD# 1496530) has been involved in dozens of customer complaints that settled for hundreds of thousands of dollars. According to his Financial Industry Regulatory Authority (FINRA) BrokerCheck report, last accessed on December 8, 2021, Mr. Sloan was previously registered as a broker with LPL Financial in Montgomery, Alabama, where he is currently registered […]