Lpl Financial LLC
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About this Advisor
Daniel Whitehead is a certified financial planner in Denver, Colorado. Currently a registered investment advisor with Lpl Financial LLC, Whitehead has 10 years of experience in the financial advisory industry. Whitehead maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Whitehead can work with investors based out of Colorado, Texas, Utah and Oklahoma. During their career, Whitehead has held roles at Zions Direct, Inc and Lpl Financial LLC. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 other offices across the nation. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC offers 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. The firm's fees may include 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
Daniel Whitehead Work History
Daniel has 10 years of experience.
Lpl Financial LLC
Zions Direct, Inc
Daniel Whitehead has disclosures.
Please visit their SEC profile for more details.