Daniel Azimi
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCNov 2024 to now
- Pruco Securities, LLC.Jul 2024 to Nov 2024
- One Pacific Financial StrategiesMar 2024 to Jul 2024
- Ghirardelli Chocolate CompanyNov 2023 to Feb 2024
- N/aJun 2023 to Nov 2023
- University of California- Santa BarbaraSep 2021 to Jun 2023
- DoordashSep 2020 to Sep 2021
- University of California- Santa BarbaraSep 2018 to Aug 2020
- High SchoolSep 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7979693
- Firm CRD
- 8733