Kevin Daniels
Investment adviser representative at LPL Financial LLC
28 yearsExperience
3 statesRegistered 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
28 years in the industry.
- LPL Financial LLCJun 2026 to now
- Rushing Waters LLCJul 2022 to now
- Steeplerock Point LLCMay 2021 to now
- Author Book SalesJan 2019 to now
- Intrust, LLCNov 2016 to now
- Steeplerock HoldingsFeb 2007 to now
- B&b StorageJun 2005 to now
- InsuranceJan 2000 to now
- Creative Systems, IncJun 1998 to now
- United Planners' Financial Services of America a Limited PartnerAug 2020 to Jun 2026
- Securities America Advisors, Inc.Jul 2020 to Aug 2020
- Securities America, Inc.Jul 2020 to Aug 2020
- Investacorp Advisory ServicesMay 2007 to Jul 2020
- Investacorp,inc.Apr 2000 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CT, MO, TX).
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
- 4179388
- Firm CRD
- 6413