Lpl Financial LLC
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About this Advisor
Danielle Berz is a certified financial planner who lives in Denver, Colorado. Currently a registered investment advisor with Lpl Financial LLC, they have gathered 10 years of professional experience as a financial advisor. Berz has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Berz is registered to work with investors based out of Colorado. Berz has gained experience at Ubs Financial Services Inc, Ubs Financial S. - Wilmington, Lpl Financial LLC, Brown & Tedstrom Retirement Planning, Inc and Brown & Company. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 additional offices in the United States. Overall, 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 makes it one of the biggest investment advisory firms in the United States. 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable 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 may charge clients 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
Danielle Berz Work History
Danielle has 10 years of experience.
Brown & Company
Lpl Financial LLC
Brown & Tedstrom Retirement Planning, Inc
Ubs Financial S. - Wilmington
Ubs Financial Services Inc
Danielle Berz has no disclosures.
Please visit their SEC profile for more details.