Daniel O'mealey
Daniel O'mealey is a CFP-designated registered investment advisor at Db & C Advisors, LLC, based in Holland, MI, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 329 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB & C Advisors charges an annual fee based on a percentage of the value of your investments. The specific percentage (up to 2.25%) depends on the amount you invest, the type of services you need, the time spent on your account, and other factors. This fee does not include brokerage commissions or other transaction fees.
Location
355 Settlers Road, Suite 310, Holland, MI, 49423
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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
Daniel is a registered investment advisor with DB & C Advisors, LLC, providing asset management and financial planning, dedicating most of his time to this role. He also works as an insurance agent, selling various insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Db & C Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Century Securities Associates, INC.Broker
Prudential Securities IncorporatedBroker
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.