Chase Benjamin Daknis
Investment adviser representative at LPL Financial LLC
7 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
7 years in the industry.
- LPL Financial LLCMar 2023 to now
- Old Point Wealth ManagementMay 2022 to Aug 2022
- Alpha One SourceMay 2021 to Aug 2021
- James River Country ClubJan 2020 to Apr 2023
- 70 X 7 Lawn Care LLCMar 2016 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7718006
- Firm CRD
- 6413