Daniel Peoples
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 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
10 years in the industry.
- LPL Financial LLCJun 2025 to now
- Morgan StanleyJul 2024 to May 2025
- Easy Street OffersMar 2024 to Jul 2024
- Terra Staffing GroupOct 2023 to Mar 2024
- The Vanguard GroupJun 2023 to Sep 2023
- Paradigm Dobson RanchMay 2023 to Jun 2023
- Butte Central SchoolsMar 2023 to Dec 2023
- Sheri Broudy, Real Estate BrokerMay 2019 to May 2023
- Butte Central High SchoolJan 2019 to May 2023
- Community, Counseling, and Correctional ServicesMay 2017 to Aug 2017
- Montana Technological UniversityJan 2016 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, SC, 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
- 7732607
- Firm CRD
- 6413