John Dailey is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, OH, with 11 years of industry experience. John 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
Firm Size
IM Fee
Assets Under Management
Location
14806 Detroit Avenue, Lakewood, OH, 44107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John conducts in-store surveys/audit management for InfomaxShelfMgmt. This takes a full day each week and does not involve securities advice, activities, or clients.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Citizens Securities, INC.Broker
Securities Management & Research, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.