Denise Downard, financial advisor Minerva OH

Denise Downard

CRD Number: 1448127
Current Firm: Greenport Financial Advisers Inc.

Denise Downard (CRD# 1448127) is an Investment Advisor Representative working at Greenport Financial Advisers Inc. in Minerva, OH and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Greenport Financial Advisers Inc. North Canton, OH Dec 2015 - Current 8
Lpl Financial, LLC Minerva, OH Oct 2011 - Dec 2015 4
Consumer's National Bank Minerva, OH May 2008 - Nov 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Denise S. Downard
Phone Number: (330) 433-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $476,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

OH, TX

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