Mark
Daly
Lpl Financial LLC
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About this Advisor
Mark Daly is a financial advisor based in Eden Prairie, Minnesota, working with Lpl Financial LLC. Mark has previously held positions at Target, City Of New Hope, Sandvold Financial Group, Woodbury Financial Services Inc, University Of Minnesota, University Of Minnesota Duluth, Robbinsdale Armstrong Highschool, District 281 Schools, Osaic Wealth, Inc, Lpl Financial, and Old National Bank. Mark has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Mark is part of Lpl Financial LLC, which operates out of Eden Prairie, Minnesota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Mark Daly Work History
Osaic Wealth, Inc
Lpl Financial
Old National Bank
Sandvold Financial Group
Woodbury Financial Services Inc
University Of Minnesota
City Of New Hope
University Of Minnesota Duluth
City Of New Hope
Target
Robbinsdale Armstrong Highschool
District 281 Schools
Disclosures
Please visit the SEC profile of Mark Daly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
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Oak Harbor, WA
Ogden, UT
Fort Mill, SC
Murfreesboro, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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