Daniel Billings is Executive Vice President and Chief Financial Officer at Wedbush Securities. Dan also serves on the President’s Executive Committee and Management Committee. He joined Wedbush in 2015 as Senior Vice President and Controller and was appointed Chief Financial Officer in 2017. During his tenure at Wedbush, he also served as Chief Financial Officer of Lime Brokerage from January 2016 to April 2018. With over two decades of experience within financial services, his extensive background has included roles within accounting, treasury, financial reporting, and regulatory accounting.
Prior to joining Wedbush, Dan served in multiple positions during 15 years at Jefferies: Vice President, Treasury; Senior Vice President, High Yield Trading Controller; and Senior Vice President, General Ledger Controller. Dan began his career as an Audit Manager at KPMG US, where his clients included SEC registrants, asset managers, registered broker-dealers, and precious metals brokers.
Dan currently holds his CPA and Series 27 licenses. He earned his Bachelor of Science Degree in Accounting from Pepperdine University.
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
Follow us on LinkedIn, Twitter, and Facebook.
The background of this firm and investment professionals may be found on FINRA’s BrokerCheck
Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.
Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
Third party entities named are not associated with Wedbush Securities.
Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.
Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
