DQ
DQ
Daniel Quillen
6 Years of Experience
Cleveland, TN
Broker
Daniel Quillen is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, TN, 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
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Location
20 N Ocoee St, Cleveland, TN, 37311
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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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
December 2008 - February 2010 · 1 yr 2 mos
Allstate Financial Services, LLCBroker
August 2005 - December 2007 · 2 yrs 4 mos
Banc One Securities CorporationBroker
October 2003 - February 2005 · 1 yr 4 mos
State Registrations2 states
GATN
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.