Daniel
Nance

Cedar Mountain Advisors, LLC

CRD#2675638
Investment Advisor
in Portland, OR
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About this Advisor

Daniel Nance is a certified financial planner in Portland, Oregon. Currently an investment advisor with Cedar Mountain Advisors, LLC, they have accumulated 10 years of professional experience in the financial advisory industry. Nance has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Nance is able to act as an advisor in California, Washington, Oregon and Texas. The advisor has gained experience at Securities America, Inc and Cedar Mountain Advisors, LLC. Cedar Mountain Advisors, LLC is located in Portland, Oregon. As a firm, Cedar Mountain Advisors, LLC oversees $505 million in assets throughout 915 client accounts and retains seven staff members. The amount of assets the firm manages makes it one of the larger firms in the nation. The firm manages 885 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cedar Mountain Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1750 Sw Harbor Way Suite 340
Portland, OR 97201

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Cedar Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$500,498,313

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,698

OR Average: 1,309
Average Account Size

$294,758

OR Average: $855,770

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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

Daniel Nance Work History

Daniel has 10 years of experience.

2008 - Present (11 years)

Securities America, Inc

2008 - Present (11 years)

Cedar Mountain Advisors, LLC

Disclosures

Daniel Nance has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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