Daniel Willis, financial advisor Pataskala OH

Daniel Willis

CRD Number: 4948210
Current Firm: Centricity Wealth Management, LLC

Daniel Willis (CRD# 4948210)  has over 13 years of experience in the finance industry.

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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
Contact Info for Daniel K. Willis
Phone Number:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $236,043
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, OH, TX

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