ChFC is a financial services veteran with over a 30 year track record of serving clients.
Through dedication and hard work, Dan has achieved the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA. Dan also has his Retirement Income Certified Professional (RICP) designation.
Dan is also an Independent Advisory Representative providing valuable insight into risk management concepts and structuring investment portfolio’s. This enables him to meet the advanced financial planning needs of those in or nearing retirement.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Dan Dougherty. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Dan has held various advisory positions at securities firms and banking institutions. Dan’s broad and overall experience has enabled him to share financial stewardship with those who wish to be financially prudent.
Dan earned his Bachelor of Science degree in Accounting from Widener University.