Daniel Goland, financial advisor North Hampton NH
71 score

Daniel Goland

CRD Number: 4511910
Current Firm: On Investment Management Co

Daniel Goland (CRD# 4511910) is an Investment Advisor Representative working at On Investment Management Co in North Hampton, NH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Dec 2013 - Current 3
Ohio National Financial Services Cincinnati, OH Nov 2013 - Current 3
Ameriprise Financial Services Inc. Bedford, NH Mar 2009 - Dec 2013 4
Banc Of America Investment Services, Inc. Burlington, MA Jan 2007 - Mar 2009 2
Banc Of America Insurance Services, Inc. Burlington, MA Jan 2007 - Mar 2009 2
Bancnorth Investment Group St Cloud, MN Jan 2005 - Jan 2007 2
Td Banknorth Ipswich, MA Dec 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Apr 2006
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
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel E. Goland
Phone Number: 855-262-0913
Registered State(s):
  • CT
  • MA
  • NH
  • NC
  • TX
  • VA
  • SC
  • FL
  • ME
  • OK
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
71

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