Walter McDaniel, financial advisor Norfolk VA

Walter McDaniel

CRD Number: 1137760
Current Firm: Lpl Financial LLC

Walter McDaniel (CRD# 1137760) is an Investment Advisor Representative working at Lpl Financial LLC in Norfolk, VA and has over 39 years of experience in the finance industry. Walter McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Norfolk, VA Dec 2019 - Current 4
Mcdaniel Tax And Financial Consultants, Inc. Norfolk, VA Jan 2017 - Current 7
Walter Mcdaniel Norfolk, VA Jul 2004 - Current 19
Old Dominion University Norfolk, VA Jan 2001 - Current 23
Hd Vest Financial Services Norfolk, VA Aug 2014 - Dec 2019 5
Hd Vest Advisory Services Norfolk, VA Aug 2014 - Dec 2019 5
Hd Vest Insurance Services Norfolk, VA Aug 2014 - Dec 2019 5
Next Financial Norfolk, VA Jul 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for Walter R. McDaniel
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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