DD
ChFC
DD
ChFC

Daniel Thomas Dougherty

14 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

1489 Baltimore Pike, Suite 213, Springfield, PA, 19064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is a managing partner at Absolute Wealth Management, LLC, dedicating about half of his time to insurance solutions and the other half to investment planning. He also serves as an advisory board member for Fusematic Corporation and a managing partner at Prestige Strategies, LLC, which offers premium financed life insurance.

Employment History
Current Registrations
Horter Investment Management, LLC
February 2014 - Present · 12 yrs
Previous Registrations
Cadaret Grant & CO INC
June 2007 - December 2009 · 2 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Daniel Thomas Dougherty - Financial Advisor | TrueAdvisor