Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthsource Partners, LLC | Arroyo Grande, CA | Jan 2016 - Current | 8 |
| Rohr & Associates | Arroyo Grande, CA | Jun 2012 - Current | 11 |
| Vellum Financial, LLC | Arroyo Grande, CA | Jun 2014 - Dec 2017 | 3 |
| Vellum Financial, LLC | San Luis Obispo, CA | Nov 2012 - Jun 2014 | 1 |
- CA
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Total Assets Under Management2,116MILLIONS
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Total Number of Accounts6,245ACCOUNTS
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Average Account Value$338,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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