Daniel Morgan Rolls
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCOct 2024 to now
- Johnson Financial GroupOct 2024 to now
- UnemployedJun 2024 to Oct 2024
- Pac West Wealth Partners Ameriprise FinancialJun 2023 to Jun 2024
- Oregon State UniversitySep 2020 to Jun 2024
- ChipotleSep 2017 to Feb 2021
- Under Age 16 - Full Time SchoolNov 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7765686
- Firm CRD
- 6413