DB
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Daniel Barboni
17 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
Daniel Barboni is a registered investment advisor at Cetera Investment Advisers LLC, based in Palm Beach Gardens, FL, with 17 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
3300 Pga Boulevard, Suite 900, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
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Criminal
December 2001Final Disposition
Other Business ActivitiesSells Insurance
Daniel is an agent/broker for multiple insurance companies, selling fixed insurance products since 2010. He also holds a Florida real estate license for personal use.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
November 2014 - August 2023 · 8 yrs 9 mos
Securian Financial Services, INC.Broker
December 2010 - August 2023 · 12 yrs 8 mos
Signator Investors, INC.Broker
February 2008 - November 2010 · 2 yrs 9 mos
State Registrations7 states
ALCACOFLKYNCOR
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.