Elizabeth Dayter, financial advisor Cincinnati OH

Elizabeth Dayter

CRD Number: 6246548
Current Firm: Journey Advisory Group, LLC

Elizabeth Dayter (CRD# 6246548) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Journey Advisory Group, LLC Cincinnati, OH Jan 2020 - Current 4
Torch Wealth Management LLC Cincinnati, OH Oct 2017 - Current 6
Torch Wealth Management LLC Cincinnati, OH Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Elizabeth A. Dayter
Phone Number: 859-888-0356
Registered State(s):
  • CA
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $600,393
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IN, KY, NH, OH, TX, WA

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