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CFA
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Duane Rudolph Roberts

Dana Investment Advisors INC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Dana Investment Advisors INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,270 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$5.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

Irving, TX

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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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Employment History
Current Registrations
Dana Investment Advisors INC
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Cimarron Asset Management, LLC
June 2006 - June 2009 · 3 yrs
Dana Investment Advisors INC
October 2002 - May 2006 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.