Joshua
Daily

Lpl Financial LLC

CRD#6172003
Investment Advisor
in Madison, AL

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About this Advisor

Joshua Daily is a financial advisor who works out of Madison, Alabama, with a total of 10 years of financial industry experience. Daily is currently employed by Lpl Financial LLC. During their career, Daily has held roles at Pnc Investments, Hometown Lenders LLC, Pnc Bank, Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Lpl Financial LLC and Redstone Federal Credit Union. Daily holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Alabama. Lpl Financial LLC is an advisory firm based in Madison, Alabama. It has offices in 9,519 locations and a total of 23,035 financial advisors. It oversees $208 billion in assets among its 892,326 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 1,956 charitable organizations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3752 Sullivan St
Madison, AL 35758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joshua Daily Work History

Joshua has 10 years of experience.

2020 - Present (1 year)

Lpl Financial LLC

2020 - Present (1 year)

Redstone Federal Credit Union

2018 - 2020 (2 years)

Regions Bank

2018 - 2020 (2 years)

Cetera Investment Advisers LLC

2018 - 2020 (2 years)

Cetera Investment Services LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2018 (4 years)

Wells Fargo Bank Na

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Pnc Investments

2013 - 2014 (1 year)

Pnc Bank

2011 - 2013 (2 years)

Pnc Investments

2010 - 2011 (1 year)

Hometown Lenders LLC

Disclosures

Joshua Daily has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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