Monica Daggs
Investment adviser representative at LPL Financial LLC
21 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCNov 2022 to now
- UnemployedJun 2022 to Oct 2022
- Cetera Advisor Networks LLCJul 2019 to May 2022
- Cetera Advisors LLCJul 2019 to May 2022
- Cetera Financial Specialists LLCJul 2019 to May 2022
- Cetera Investment Services LLCJul 2019 to May 2022
- First Allied Securities, Inc.Jul 2019 to May 2022
- Summit Brokerage Services, Inc.Jul 2019 to Dec 2019
- Cuso Financial Services, LPFeb 2005 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4152277
- Firm CRD
- 6413