Daniel Lewis

from Horter Investment Management, LLC
SEC regulated
Regulated Investment Advisor
Daniel Lewis is a financial advisor based in Ohio, Cincinnati, with 39 years of experience. Daniel currently works for Horter Investment Management, LLC. Daniel maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Lewis works at Horter Investment Management, LLC
Horter Investment Management, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $223,999,000 of assets under management and employs about 56 people. Horter Investment Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11726 Seven Gables Rd, Symmes Township, Cincinnati, Ohio, 45249

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