Daniel Ryan Houk
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Daniel Ryan Houk? 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
15 years in the industry.
- LPL Financial LLCSep 2026 to now
- Burnett Financial Services LLCApr 2022 to now
- Raymond James Financial Services Advisors, Inc.Apr 2022 to Sep 2026
- Raymond James Financial Services, Inc.Apr 2022 to Sep 2026
- LPL FinancialMar 2012 to Apr 2022
- Happy State BankMay 2011 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 5722423
- Firm CRD
- 6413