Daniel Jacob Tamburello
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
22 years in the industry.
- LPL Financial LLCMay 2026 to now
- America's First Federal CuMay 2026 to now
- Fidelity InvestmentsJul 2021 to May 2026
- Pruco SecuritiesMar 2021 to Jun 2021
- The Prudential Insurance Company of AmericaMar 2021 to Jun 2021
- Facet WealthSep 2020 to Feb 2021
- Massmutual Life Insurance CoMay 2020 to Sep 2020
- MML Investors Services LLCMay 2020 to Sep 2020
- Nylife Securities LLCJun 2019 to May 2020
- Eagle Strategies LLCJun 2009 to May 2020
- Nylife Distributors LLCApr 2005 to Jul 2019
- New York Life Insurance CompanyJun 2004 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 4182492
- Firm CRD
- 6413