Daniel Downing (CRD# 7032289) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Oct 2018 - Current | 5 |
| Ifs Financial Services | Cincinnati, OH | Oct 2018 - Current | 5 |
| Unemployed | Cincinnati, OH | Aug 2018 - Oct 2018 | < 1 |
| Montage Beverly Hills | Beverly Hills, CA | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Cincinnati, OH | Mar 2018 - Jun 2018 | < 1 |
| Kitchen 1883 | Union, KY | Sep 2017 - Mar 2018 | < 1 |
| Unemployed | Cincinnati, OH | Jul 2017 - Sep 2017 | < 1 |
| Total Quality Logistics | Erlanger, KY | Sep 2016 - Jul 2017 | < 1 |
| Fhlb Cincinnati | Cincinnati, OH | Sep 2015 - Sep 2016 | 1 |
| Xavier University | Cincinnati, OH | Aug 2014 - Sep 2015 | 1 |
| Xavier University | Cincinnati, OH | May 2014 - Aug 2014 | < 1 |
| Xavier University | Cincinnati, OH | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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