John Dailey (CRD# 2001646) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood, OH and has over 6 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Apr 2019 - Current | 5 |
| Cetera Investment Advisers LLC | Lakewood, OH | Apr 2019 - Current | 5 |
| First Federal Savings And Loan | Lakewood, OH | Mar 2019 - Current | 5 |
| Citizens Securities, Inc. | Cleveland, OH | Oct 2017 - Mar 2019 | 1 |
| Citizens Bank | Cleveland, OH | Sep 2017 - Mar 2019 | 1 |
| Self Employed | North Olmsted, OH | May 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- OH
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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