Dane Brandon Crick
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCJun 2026 to now
- Mwa Financial Services, Inc.Oct 2025 to Jun 2026
- Modern Woodmen of AmericaJun 2025 to Jun 2026
- Cheddar's Scratch KitchenSep 2024 to May 2026
- Polo Ralph LaurenJan 2024 to May 2024
- Franklin CollegeAug 2021 to May 2025
- Atascocita HighschoolSep 2019 to May 2021
- Midwest Lawn ProMay 2019 to Aug 2021
- Greenwood Christain AcademyAug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8173414
- Firm CRD
- 6413