Daniel
O'Doherty

Cetera Advisors LLC

CRD#2734542
Investment Advisor
in Portland, OR
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About this Advisor

Daniel O'Doherty is a certified financial planner and chartered financial consultant in Portland, Oregon. Currently a registered financial advisor at Cetera Advisors LLC, they have gathered 17 years of professional experience. O'Doherty has a Series 63 license, designating them as a securities agent. O'Doherty is able to serve clients based out of Oregon. Over the course of their career, they have held roles at Pacific West Securities, Inc, Financial Benefits Resources, Pacific West Financial Consultants, Inc, Compensation Systems Northwest Inc, Multi-Financial Securities Corporation and Cetera Advisors LLC. Cetera Advisors LLC is located in Portland, Oregon, and has 816 additional brick-and-mortar locations throughout the nation. In total, Cetera Advisors LLC manages $14 billion in assets across 61,274 client accounts and employs more than 1,163 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 50,403 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cetera Advisors 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

17 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, Commissions

Disclosures

Yes

Office Location

1437 Sw Columbia St
Portland, OR 97201

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

OR Average: $2,349,664,866
Total Number of Employees

1,066

OR Average: 28
Total Number of Accounts

58,523

OR Average: 1,101
Average Account Size

$209,256

OR Average: $2,134,119

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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 O'Doherty Work History

Daniel has 17 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2004 - Present (15 years)

Compensation Systems Northwest Inc

2001 - Present (18 years)

Financial Benefits Resources

2012 - 2012 (< 1 year)

Multi-Financial Securities Corporation

2004 - 2012 (8 years)

Pacific West Financial Consultants, Inc

2001 - 2012 (11 years)

Pacific West Securities, Inc

Disclosures

Daniel O'Doherty has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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