Daniel Rooker, financial advisor Chicago IL
89 score

Daniel Rooker

CRD Number: 6121324
Current Firm: Lincoln Financial Advisors Corporation

Daniel Rooker (CRD# 6121324) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Chicago, IL Mar 2016 - Current < 1
Liquid Lifestyles (s-corp) Cleveland, OH Nov 2012 - Current 4
Stratos Wealth Partners Beachwood, OH Mar 2014 - Mar 2016 2
Lpl Financial LLC Solon, OH Feb 2013 - Mar 2016 3
Stratos Wealth Partners Solon, OH Oct 2012 - Feb 2014 1
Starbucks Cleveland, OH Jun 2012 - Sep 2012 < 1
Kenyon College Gambier, OH Aug 2008 - May 2012 3
Shute Park Aquatic & Recreation Center Hillsboro, OR Aug 2008 - May 2012 3
Kenyon College Gambier, OH Aug 2008 - May 2012 3
Lever One Capital Partners New York, NY Jun 2011 - Aug 2011 < 1
Johns Hopkins University Baltimore, MD Jun 2010 - Aug 2010 < 1
Forest Grove Aquatic Center Forest Grove, OR May 2005 - Aug 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Daniel J. Rooker
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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