Daniel Cline
Daniel Cline is a registered investment advisor at Virtus Investment Advisers, LLC, based in Beavercreek, OH, with 13 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 106 clients with $52B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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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 →Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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
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