James
Dannel

Lpl Financial LLC

CRD#6440006
Investment Advisor
in Knoxville, TN

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About this Advisor

James Dannel is a financial advisor in Knoxville, Tennessee. Currently an investment advisor at Lpl Financial LLC, Dannel has 10 years of professional experience as a registered advisor. Dannel has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Dannel is registered to serve customers in Tennessee. Their career trajectory has included roles at Jaysec Technologies, LLC, O'Charley'S, The Financial Mart, LLC, Athens Federal Community Bank, Invest Financial Corporation, Raymond James Financial Services, Inc, Ftb Advisors, Inc, First Bank and Lpl Financial LLC. Lpl Financial LLC is based out of Knoxville, Tennessee, and has 9,519 offices in the country. In aggregate, Lpl Financial LLC manages $208 billion in assets dispersed across 892,326 accounts and retains more than 23,035 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC can offer 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

Series 63, Series 65

Years of Experience

10 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

520 W Summit Hill Dr. Ste 901
Knoxville, TN 37902

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

TN Average: 13
Total Number of Accounts

892,326

TN Average: 661
Average Account Size

$232,867

TN 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

James Dannel Work History

James has 10 years of experience.

2019 - Present (2 years)

First Bank

2019 - Present (2 years)

Lpl Financial LLC

2017 - 2017 (< 1 year)

Raymond James Financial Services, Inc

2017 - 2019 (2 years)

Ftb Advisors, Inc

2015 - 2017 (2 years)

Athens Federal Community Bank

2015 - 2017 (2 years)

Invest Financial Corporation

2012 - 2015 (3 years)

The Financial Mart, LLC

2011 - 2012 (1 year)

O'Charley'S

2010 - 2011 (1 year)

Jaysec Technologies, LLC

Disclosures

James Dannel 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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