Lpl Financial LLC
About this Advisor
Daniel Cook is a financial advisor operating out of Grand Rapids, Michigan, who has been in the industry for 10 years. Cook currently works for Lpl Financial LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Hershey Company, Blackford Capital, Gvsu Athletics, Northwestern Mutual Investment Services, LLC, Securitas Usa, Grand Valley State University, Sears Holding Corporation, Meijer Stores, Lpl Financial LLC and Lake Michigan Credit Union. Cook has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Michigan. Lpl Financial LLC is a registered investment company headquartered in Grand Rapids, Michigan. The firm has offices in 9,898 locations and a total of 28,744 financial advisors. It administers $404 billion in total assets across its 1,517,995 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a wide array of services, including 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 usually depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC likely are comprised 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
Daniel Cook Work History
Daniel has 10 years of experience.
Lpl Financial LLC
Lake Michigan Credit Union
J.P. Morgan Securities LLC
Northwestern Mutual Investment Services, LLC
Grand Valley State University
Sears Holding Corporation
Daniel Cook has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Red Bank, NJ
San Francisco, CA
New York, NY
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