Daniel VinsonCRD 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.
Householder Group Estate & Retirement Specialists
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Innovation Partners LLC||Matthews, NC||Aug 2013 - Current||3|
|Black, Gould & Associates||Phoenix, AZ||May 2005 - Current||12|
|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|
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
Total Assets Under Management50MILLIONS
Total Number of Accounts368ACCOUNTS
Average Account Value$134,605
- 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)
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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