Daniel Willis (CRD# 4948210) has over 13 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Steele Investment Counsel, Ltd.
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- OH
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Total Assets Under Management129MILLIONS
-
Total Number of Accounts545ACCOUNTS
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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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