Daniel Roe (CRD# 1681731) is the Chief Investment Officer at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 28 years of experience in the wealth managemnet industry. Daniel Roe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jul 2023 - Current | < 1 |
| Corient | Columbus, OH | Nov 2022 - Current | 1 |
| Cipw Service Company, LLC | Toronto, | Jan 2022 - Jul 2023 | 1 |
| Budros, Ruhlin & Roe | Columbus, OH | Apr 1996 - Mar 2023 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
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Total Assets Under Management118,192MILLIONS
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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- Market timing services
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