Daniel Thomas Coil
Investment adviser representative at LPL Financial LLC
17 yearsExperience
3 statesRegistered 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
17 years in the industry.
- LPL Financial LLCJul 2021 to now
- Dtc Group, IncDec 2018 to Jul 2021
- Mark KarambelasSep 2017 to Jul 2021
- Chamber630Jul 2014 to Sep 2018
- Flexible Benefit Service CorporationNov 2009 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesJun 2009 to Jul 2021
- Waddell & Reed, Inc.May 2009 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (IL, MI, 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
- 5666319
- Firm CRD
- 6413