Daniel Dougherty (CRD# 1428113) is an Investment Advisor Representative working at Horter Investment Management, LLC in Springfield, PA and has over 38 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Legalshield | Aida, OK | Dec 2018 - Current | 5 |
Fusematic Corporation | Palm Bay, FL | Nov 2018 - Current | 5 |
Prestige Strategies, LLC | Chalfont, PA | Dec 2017 - Current | 6 |
Absolute Wealth Management, LLC | Springfield, PA | Apr 2014 - Current | 9 |
Horter Investment Management, LLC | Cincinnati, OH | Feb 2014 - Current | 10 |
Group Benefits Plus , Inc.. | Brookhaven, PA | Feb 1994 - Current | 30 |
First Senior Financial Group | King Of Prussia, PA | Sep 2009 - Apr 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1986 |
- PA
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Total Assets Under Management227MILLIONS
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Total Number of Accounts2,563ACCOUNTS
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Average Account Value$88,590
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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