Daniel Derrig
Daniel Derrig is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 10 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
24 N Erie St, Toledo, OH, 43604
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Daniel is a financial professional at Prosperity Advisors LLC, dedicating full-time hours to financial services. He also refers clients for tax services through Prosperity Tax Center, LLC, spending minimal time on this. Additionally, Daniel is an insurance agent selling life, health, and fixed annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
The Huntington Investment CompanyBroker
Huntington Financial Advisors
LPL Financial LLCBroker
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations23 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.