Daniel Blake Price
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCMar 2021 to now
- Harbor Financial Services, LLCJul 2020 to Mar 2021
- Abel Hall, LLCFeb 2020 to Jul 2020
- Mutual Securities, Inc.Jun 2019 to Jul 2020
- Mutual Advisors, LLC.Jun 2019 to Feb 2020
- Raymond James Financial Services Advisors Inc.Jun 2018 to Jun 2019
- Raymond James Financial Services, IncJan 2018 to Jun 2019
- Christ Covenant ChurchMay 2011 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6901726
- Firm CRD
- 6413