Daniel Suiter, financial advisor Lafayette IN
93 score

Daniel Suiter

CRD Number: 5631876
Current Firm: Cambridge Investment Research Advisors, Inc.

Daniel Suiter (CRD# 5631876) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Schamber Group, Inc. Lafayette, IN Jan 2013 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2009 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2009 - Current 7
Cambridge Investment Reasearch, Inc. Fairfield, IA Jan 2009 - Current 7
Bsi Group, Inc. Lafayette, IN Jan 2009 - Dec 2009 < 1
Purdue University West Lafayette, IN Aug 2008 - Dec 2008 < 1
Purdue University West Lafayette, IN Aug 2008 - Dec 2008 < 1
Social Security Administration Lafyette, IN Jun 2008 - Aug 2008 < 1
Purdue University West Lafayette, IN Jun 2007 - Jun 2008 1
Aldi Lafayette, IN Sep 2006 - May 2007 < 1
Unemployed Lafayette, IN Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Daniel A. Suiter
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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