Daniel Wright Harris
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCOct 2024 to now
- Northwest Investment ServicesOct 2024 to now
- Key Investment Services LLCDec 2019 to Sep 2024
- KeybankDec 2019 to Sep 2024
- Citizens BankJun 2019 to Nov 2019
- Citizens Securities, IncJun 2019 to Nov 2019
- Allstate Insurance CoDec 2016 to May 2019
- Hobby LobbyOct 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4796120
- Firm CRD
- 6413