Daniel Heaton (CRD# 6550232) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warr Acres, OK and has over 8 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2020 - Current | 4 |
| Apex Financial Solutions | Warr Acres, OK | Nov 2019 - Current | 4 |
| Heaton Insurance Agency | Warr Acres, OK | Nov 2015 - Current | 8 |
| Ladybug Holding | Edmond, OK | Jun 2010 - Current | 13 |
| Ladybug Baits | Edmond, OK | Jun 2010 - Current | 13 |
| Biotronik | Lake Oswego, OR | Mar 2019 - Feb 2023 | 3 |
| Medtronic Plc | Minneapolis, MN | Sep 2002 - Feb 2023 | 20 |
| Farmers Financial Solutions | Oklahoma City, OK | Aug 2015 - Oct 2019 | 4 |
| Farmers Insurance Group | Oklahoma City, OK | Jun 2015 - Oct 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- OK
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- 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
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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