Macallan Denys Dalphy
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCJul 2025 to now
- Northwestern Mutual Wealth Management CompanyApr 2023 to Jun 2025
- Northwestern Mutual Investment Services LLCJul 2022 to Jun 2025
- Matthew FarrellMay 2022 to Jun 2025
- Michael JacobMay 2022 to Jun 2025
- Patrick StollMay 2022 to Jun 2025
- Timothy MolnarMay 2022 to Jun 2025
- Djm FinancialJul 2021 to May 2022
- StudentJul 2016 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7390180
- Firm CRD
- 6413