Daniel Macario, financial advisor Bonita CA
93 score

Daniel Macario

CRD Number: 5323820
Current Firm: Lpl Financial LLC

Daniel Macario (CRD# 5323820) is an Investment Advisor Representative working at Lpl Financial LLC in Bonita, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Diego, CA Jan 2011 - Current 5
Chase Investment Services Corp Chula Vista, CA Jul 2010 - Jan 2011 < 1
Wells Fargo Advisors, LLC San Diego, CA Jun 2008 - Jul 2010 2
Wells Fargo Investments, LLC San Diego, CA Jun 2008 - Apr 2010 1
Wells Fargo Bank, N.a. San Diego, CA Dec 2007 - Apr 2010 2
Aig Sunamerica Woodland Hills, CA Mar 2007 - Nov 2007 < 1
Aig Sunamerica Capital Services, Inc. Woodland Hills, CA Mar 2007 - Nov 2007 < 1
Unemployed Chula Vista, CA Jan 2007 - Mar 2007 < 1
Long Beach State University Long Beach, CA Sep 2001 - Jan 2007 5
Bj's Restuarant Huntington Beach, CA Jul 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Daniel Macario
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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