Daniel
Ortt

Lpl Financial LLC

CRD#2508143
Investment Advisor
in Missoula, MT

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About this Advisor

Daniel Ortt is a financial advisor working out of Missoula, Montana, who has 14 years in the industry. Ortt currently works for Lpl Financial LLC. Over the course of their career, Ortt has held roles at Primevest Financial Services Inc and Lpl Financial. Ortt holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Montana and Texas. Lpl Financial LLC is a business headquartered in Missoula, Montana. The company has offices in 9,519 locations and a total of 23,035 advisors. It controls $208 billion in assets across its 892,326 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 1,956 charities and foundations. Of its 892,326 customer accounts, 28% belong to high-net-worth investors who have at least $1 million in assets. Lpl Financial LLC performs a number 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. Financial management fees largely vary depending on the type of financial services. Fees billed by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2425 W Central
Missoula, MT 59801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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
  • Other

Daniel Ortt Work History

Daniel has 14 years of experience.

2010 - Present (11 years)

Lpl Financial

2006 - 2010 (4 years)

Primevest Financial Services Inc

Disclosures

Daniel Ortt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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