Daniel Henry
Daniel Henry is a registered investment advisor at Cetera Investment Advisers LLC, based in Youngstown, OH, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
Youngstown, OH
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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 works as an insurance agent selling life, disability, fixed annuities, long-term care, and property & casualty insurance with various companies. This activity is investment-related and the time commitment varies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
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