Zachary L Daniels
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Zachary L Daniels? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Financial, LLCJun 2026 to now
- OwnerMay 2025 to now
- Keystone BuildingMar 2020 to now
- Testament, LLCMar 2020 to now
- Tribute FinancialMar 2020 to now
- Zachary DanielsMar 2020 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
- Reclaim Christian ChurchMar 2020 to Mar 2022
- Investacorp Advisory ServicesAug 2015 to Jul 2020
- Investacorp IncAug 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CT, MO).
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
- 5525754
- Firm CRD
- 6413