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Daniel Blair
20 Years of Experience
Little Rock, AR
1 DisclosureBroker
Daniel Blair is a registered investment advisor at Cetera Investment Advisers LLC, based in Little Rock, AR, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
400 West Capitol Ave, Suite 250, Little Rock, AR, 72201
Get directionsHistory
Regulatory History (1)
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Financial
March 2018Final
Other Business Activities
Daniel works as a wealth advisor for Regions Bank, dealing with high net worth clients for bank responsibilities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2019 - Present · 7 yrs 2 mos
Cetera Investment Services LLCBroker
February 2019 - Present · 7 yrs 3 mos
Cetera Investment Services LLC
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1988 - April 2001 · 13 yrs 1 mo
American Express Financial Advisors INC.Broker
March 1988 - April 2001 · 13 yrs 1 mo
State Registrations1 state
AR
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.