Daniel Vinson, financial advisor New River AZ
81 score

Daniel Vinson

CRD Number: 4555865
Current Firm: Innovation Partners LLC

Daniel Vinson (CRD# 4555865) is an Investment Advisor Representative working at Innovation Partners LLC in New River, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Innovation Partners LLC Matthews, NC Aug 2013 - Current 3
Black, Gould & Associates Phoenix, AZ May 2005 - Current 11
Personal Real Estate Purchase And Sales Anthem, AZ Apr 2005 - Jul 2014 9
Global Financial Mesa, AL Jan 2011 - Sep 2013 2
Investment Advisors International, Inc. Phoenix, AZ Mar 2009 - Sep 2011 2
Wgs,inc. Phoenix, AZ Jul 2002 - Sep 2011 9
Wfg Phoenix, AZ Jan 2002 - Sep 2011 9
Nationwide Financial Document Services Phoenix, AZ Oct 2009 - Feb 2011 1
Homerun Financial Mortgage Phoenix, AZ Oct 2008 - Sep 2010 1
Innergy Lending Phoenix, AZ Jul 2007 - Jul 2008 1
Community Lending Phoenix, AZ Sep 2005 - Jul 2007 1
Self Employed/community Lending Scottsdale, AZ Jan 2001 - Jul 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Daniel M. Vinson
Phone Number: 704-708-5461
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $134,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IN, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
81

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