Daniel
Dougherty
Horter Investment Management, LLC
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About this Advisor
Daniel Dougherty is a chartered financial consultant working in Springfield, Pennsylvania who has 9 years of industry experience. Dougherty works at Horter Investment Management, LLC. Dougherty has gained experience at Group Benefits Plus, Inc, Horter Investment Management, LLC, First Senior Financial Group, Absolute Wealth Management, LLC, Fusematic Corporation, Legalshield and Prestige Strategies, LLC. Dougherty maintains a Series 63 license, designating them as a securities broker, and is able to serve investors in Pennsylvania. Horter Investment Management, LLC is an advisory firm that has its headquarters in Cincinnati, OH. The company has offices in 51 locations and a total of 64 financial advisors. It administers $354 million in total assets among its 3,145 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,145 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Horter Investment Management, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually depend on which services are provided. Fees charged by Horter Investment Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horter Investment Management, LLC Brokerage Details
$354,328,597
64
3,145
$112,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Dougherty Work History
Daniel has been registered as a financial advisor for 9 years.*
Fusematic Corporation
Legalshield
Prestige Strategies, LLC
Horter Investment Management, LLC
Absolute Wealth Management, LLC
Group Benefits Plus , Inc
First Senior Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Dougherty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horter Investment Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Davidson, NC
Atlantic Beach, FL
Southern Pines, NC
Cincinnati, OH
Cincinnati, OH
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