Daniel James Nance
Investment adviser representative at Cedar Mountain Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cedar Mountain Advisors, LLCMar 2008 to now
- Securities America, Inc.Mar 2008 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Cedar Mountain Advisors, LLC
$1.2BAssets managed
890Clients
6Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675638
- Firm CRD
- 140339