Daniela Alejandra lalama Fortier
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCOct 2025 to now
- Donlan Wealth ManagementOct 2025 to now
- Shelburne BankJan 2025 to now
- Trust Company of VermontJun 2024 to May 2025
- First Trust CompanyJan 2023 to Jun 2024
- Bergan KdvJun 2020 to Jan 2023
- Western Dakota InsurersMay 2018 to Jun 2020
- National American UniversityMar 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8175149
- Firm CRD
- 6413