Daniel McIntyre, financial advisor Warrenville IL
93 score

Daniel McIntyre

CRD Number: 1083493
Current Firm: Balance Sheet Solutions LLC

Daniel McIntyre (CRD# 1083493) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Warrenville, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cu Investment Solutions LLC Overland Park, KS Dec 2012 - Current 4
Balance Sheet Solutions LLC Warrenville, IL Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Daniel L. McIntyre
Phone Number: 630-276-2846
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    1,062
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $46,172,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, IL, IN, MA, MN, NJ, NY, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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