Daniel
Haines

Cetera Investment Advisers LLC

CRD#1098367
Investment Advisor
in Raleigh, NC
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About this Advisor

Daniel Haines is a certified financial planner based in Raleigh, North Carolina. Currently a registered advisor with Cetera Investment Advisers LLC, Haines has 10 years of professional experience in the financial advisory industry. Haines maintains Series 66 and Series 63 licenses, which designate them as a securities broker. Haines can work with investors in North Carolina. Over the course of their career, Haines has held roles at Metlife Securities Inc, Securities America Inc, Cetera Investment Advisers, Securities America Advisors, Cetera Investment Serivces LLC and First National Bank Of Pa. Cetera Investment Advisers LLC is headquartered in Raleigh, North Carolina, and operates out of 1,938 other locations across the country. As a company, Cetera Investment Advisers LLC manages $10 billion in assets throughout 51,335 accounts and employs more than 1,951 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 44,320 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cetera Investment Advisers LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

7100 Creedmoor Road
Raleigh, NC 27613

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,324,028,419

NC Average: $6,674,516,078
Total Number of Employees

2,072

NC Average: 44
Total Number of Accounts

54,906

NC Average: 2,564
Average Account Size

$188,031

NC Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Haines Work History

Daniel has 10 years of experience.

2017 - Present (2 years)

Cetera Investment Advisers

2017 - Present (2 years)

Cetera Investment Serivces LLC

2017 - Present (2 years)

First National Bank Of Pa

2015 - 2017 (2 years)

Securities America Inc

2015 - 2017 (2 years)

Securities America Advisors

2008 - 2015 (7 years)

Metlife Securities Inc

Disclosures

Daniel Haines has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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