Danika
Cline
Vaughan Nelson Investment Management, L.P
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About this Advisor
Danika Cline is a certified financial planner working in Houston, Texas, who has 6 years of industry experience. Cline is an advisor for Vaughan Nelson Investment Management, L.P. Cline has gained experience at University Of Texas At Austin, Salient Partners, L.P, Salient Capital, L.P, Salient Capital Advisors, LLC and Vaughan Nelson Investment Management, L.P. Cline can work in Texas. Vaughan Nelson Investment Management, L.P is a financial advisory firm based out of Houston, TX. The company has a total of 51 employees. It manages $12 billion in assets under management across its 423 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 76 charitable organizations. Of its 423 client accounts, 43% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the services provided. However, fees charged by Vaughan Nelson Investment Management, L.P most likely are comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vaughan Nelson Investment Management, L.P Brokerage Details
$12,343,621,752
51
423
$29,181,139
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Danika Cline Work History
Danika has been registered as a financial advisor for 6 years.*
Vaughan Nelson Investment Management, L.P
Salient Partners, L.P
Salient Capital, L.P
Salient Capital Advisors, LLC
University Of Texas At Austin
*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 Danika Cline 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 Vaughan Nelson Investment Management, L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
