Daniel Cincera (CRD# 6153848) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tempe, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services LLC | Tempe, AZ | Oct 2021 - Current | 2 |
| Merrill Lynch,pierce, Fenner & Smith Incorporated | Chandler, AZ | Nov 2012 - Oct 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- AZ
- CA
- OR
- WA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
-
Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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