Patrick Miller Danly
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 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
19 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Patrick Danly - Insurance AgentJul 2007 to now
- Haussman Financial, Inc.May 2007 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Securities America, Inc.Feb 2007 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5280316
- Firm CRD
- 6413