Daniel L Bedard
Investment adviser representative at LPL Financial LLC
30 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
30 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Offmainre, LLCAug 2002 to now
- Bedard & Company, PcJul 1996 to now
- Premier Pay Solutions, LLCNov 2018 to Dec 2022
- Avantax Insurance Agency, LLCNov 2012 to Feb 2024
- Avantax Advisory ServicesOct 2010 to Feb 2024
- Avantax Investment Services, Inc.May 2010 to Feb 2024
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 5791462
- Firm CRD
- 6413