Unclaimed Profile

Daniel Allan Belica

IMS CAPITAL MANAGEMENT INC.·PORTLAND, Oregon

Series 7, Series 66Clean record22 years registeredIMS CAPITAL MANAGEMENT INC.

8995 S.E. OTTY ROAD, PORTLAND, OR 97086CRD# 502448Firm CRD# 105939

Profile Verification

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

Identity

Daniel Allan Belica · PORTLAND, OR

Registration

CRD #502448 · IMS CAPITAL MANAGEMENT INC. · 22 years registered

Brand Profile

Not yet started

Career History

PINNACLE WEALTH ADVISORS

Feb 2026 – present

IMS CAPITAL MANAGEMENT

Mar 2014 – present

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2008 – Feb 2014

PORTLAND, OR

TD AMERITRADE, INC.

May 2008 – Feb 2014

PORTLAND, OR

MKG CAPITAL ADVISORS

Mar 2008 – Apr 2008

PORTLAND, OR

MKG CAPITAL ADVISORS

Mar 2006 – Jun 2007

PORTLAND, OR

MKG CAPITAL ADVISORS LTD.

Aug 2005 – Dec 2005

PORTLAND, OR

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2004 – Aug 2005

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMS CAPITAL MANAGEMENT INC.

CRD 105939 · SEC 801-33939

AUM

$392M

Regulatory assets under management

Employees

570 client accounts

Services offered by IMS CAPITAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IMS CAPITAL MANAGEMENT INC. →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Allan Belica offer?

Daniel Allan Belica specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Daniel Allan Belica's credentials?

Daniel Allan Belica is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Allan Belica located?

Daniel Allan Belica is based in PORTLAND, Oregon, working with IMS CAPITAL MANAGEMENT INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Daniel Allan Belica charge for services?

Daniel Allan Belica's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMS CAPITAL MANAGEMENT INC.?

IMS CAPITAL MANAGEMENT INC. has approximately 8 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →