Lpl Financial LLC
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
James Dannel Work History
James has 10 years of experience.
Lpl Financial LLC
Raymond James Financial Services, Inc
Ftb Advisors, Inc
Athens Federal Community Bank
Invest Financial Corporation
The Financial Mart, LLC
Jaysec Technologies, LLC
James Dannel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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.