Daniel WillisCRD Number: 4948210
Current Firm: Centricity Wealth Management, LLC
Daniel Willis (CRD# 4948210) has over 13 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|Jp Morgan Securities, LLC||Westerville, OH||Sep 2017 - Current||3|
|Alternative Motive Power Systems||Alexandria, OH||Aug 2015 - Sep 2017||2|
|Byers Ford LLC||Delaware, OH||Jul 2017 - Aug 2017||< 1|
|Unemployed||Columbus, OH||Jun 2015 - Aug 2015||< 1|
|United States Marine Corps||Camp Lejeune, NC||Dec 2010 - Jun 2015||4|
|The Lawncare Company||Alexandria, OH||Jul 2010 - Dec 2010||< 1|
|Dkw Capital Research LLC||Gahanna, OH||Jan 2008 - Nov 2010||2|
|Lifestyle Fitness||Columbus, OH||Mar 2010 - Jun 2010||< 1|
|Broad Street Trading LLC||Pataskala, OH||Jan 2010 - Jun 2010||< 1|
|Limited Brands||Reynoldsburg, OH||Oct 2009 - Dec 2009||< 1|
|Vail Resorts||Vail, CO||Nov 2008 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management129MILLIONS
Total Number of Accounts545ACCOUNTS
Average Account Value$236,043
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, OH, TX
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