DM
DM

Daniel Mcentee

6 Years of Experience
Raleigh, NC
BrokerSells Insurance

Daniel Mcentee is a registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 6 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
Loading...

Location

4141 Park Ave Ste 120, Raleigh, NC, 27612

Get directions

History

Regulatory History
Clean regulatory record

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 an insurance agent selling fixed insurance, and is involved in property and casualty insurance sales through multiple entities. He also owns rental properties and works as an administrative assistant for Adams Financial, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Financial Network Investment CorporationBroker
January 2003 - December 2005 · 2 yrs 11 mos
Nationwide Securities, INC.Broker
July 2001 - February 2002 · 7 mos
State Registrations1 state
NC
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.
Daniel Mcentee - Financial Advisor | TrueAdvisor