Dan Trinter is a ChFC-designated registered investment advisor, based in Wellington, OH, with 39 years of industry experience.
Location
114 W Herrick Avenue, Wellington, OH, 44090
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dan is an advisory representative of a Registered Investment Advisor (RIA), spending full-time hours on investment-related activities and trading. He also owns Trinter Consulting and is an owner in an insurance/benefits/human resources business, spending about 10% of his time on these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.