Jeffrey Dannelly
Jeffrey Dannelly is a registered investment advisor at Cetera Investment Advisers LLC, based in Destin, FL, with 26 years of industry experience. Jeffrey 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
14075 Emerald Coast Parkway, Destin, FL, 32541
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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.
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Jeffrey works as a private banker for Hancock Whitney.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations2 states
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