Douglas Daniels (CRD# 2018839) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Riverton, UT and has over 34 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2021 - Current | 3 |
| Peak Financial Network Solutions | Murray, UT | Feb 2021 - Current | 3 |
| Unemployed | Syracuse, UT | Dec 2020 - Feb 2021 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Sep 2017 - Dec 2020 | 3 |
| Deseret First Credit Union | Salt Lake City, UT | Sep 2017 - Dec 2020 | 3 |
| Lpl Financial LLC | Salt Lake City, UT | Sep 2015 - Aug 2017 | 1 |
| Zions Bank | Salt Lake City, UT | Sep 2015 - Aug 2017 | 1 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2015 - Sep 2015 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Mar 2004 - Jan 2015 | 10 |
| Cuna Mutual Group | Waverly, IA | Mar 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- NV
- UT
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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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