Daniel Rohr, financial advisor Arroyo Grande CA
87 score

Daniel Rohr

CRD Number: 6236648
Current Firm: Vellum Financial, LLC

Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Vellum Financial, LLC in Arroyo Grande, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthsource Partners, LLC Arroyo Grande, CA Jan 2016 - Current 1
Vellum Financial, LLC Arroyo Grande, CA Jun 2014 - Current 2
Rohr & Associates Arroyo Grande, CA Jun 2012 - Current 4
Vellum Financial, LLC San Luis Obispo, CA Nov 2012 - Jun 2014 1
Longcrier & Associates San Luis Obispo, CA Aug 2010 - May 2012 1
Unemployed San Luis Obispo, CA Apr 2010 - Aug 2010 < 1
Longcrier & Associates San Luis Obispo, CA Jan 2010 - Apr 2010 < 1
Student San Luis Obispo, CA Sep 2005 - Mar 2010 4

Daniel Rohr has no recent exams reported.
Contact Info for Daniel J. Rohr
Phone Number: (805) 546-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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