Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Joshua Daily Work History
Joshua has 10 years of experience.
Lpl Financial LLC
Redstone Federal Credit Union
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors, LLC
Hometown Lenders LLC
Joshua Daily has no disclosures.
Please visit their SEC profile for more details.
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