Unclaimed Profile

Daniel Bert O'mealey

DB & C ADVISORS, LLC·HOLLAND, Michigan

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record16 years registeredDB & C ADVISORS, LLC

355 SETTLERS ROAD, HOLLAND, MI 49423CRD# 2746170Firm CRD# 155645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Bert O'mealey · HOLLAND, MI

Registration

CRD #2746170 · DB & C ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

DB & C ADVISORS, LLC

Apr 2011 – present

LPL FINANCIAL LLC

Oct 2018 – Oct 2020

HOLLAND, MI

LPL FINANCIAL LLC

Sep 2010 – Jun 2011

HOLLAND, MI

1ST GLOBAL ADVISORS INC

Apr 2010 – Sep 2010

GRAND HAVEN, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 7, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DB & C ADVISORS, LLC

CRD 155645 · SEC 801-114290

AUM

$189M

Regulatory assets under management

Employees

874 client accounts

Services offered by DB & C ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DB & C ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Bert O'mealey offer?

Daniel Bert O'mealey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Daniel Bert O'mealey's credentials?

Daniel Bert O'mealey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Bert O'mealey located?

Daniel Bert O'mealey is based in HOLLAND, Michigan, working with DB & C ADVISORS, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Daniel Bert O'mealey charge for services?

Daniel Bert O'mealey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DB & C ADVISORS, LLC?

DB & C ADVISORS, LLC has approximately 8 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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