Daniel Gilbert, financial advisor Tipp City OH

Daniel Gilbert

CRD Number: 1006859
Current Firm: Securities America Advisors, Inc.

Daniel Gilbert (CRD# 1006859) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tipp City, OH and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Tipp City, OH Nov 2020 - Current 3
Securities America Advisors, Inc. Tipp City, OH Nov 2020 - Current 3
Smith, Moses & Company, LLC Dayton, OH Sep 1999 - Current 24
Kms Financial Services, Inc. Seattle, WA Jan 2016 - Nov 2020 4
Fsc Securities Corporation Atlanta, GA Sep 1999 - Aug 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel L. Gilbert
Phone Number: 402-399-9111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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