Daryl Salcedo, financial advisor Clayton CA
56 score

Daryl Salcedo

CRD Number: 4559460
Current Firm: Lpl Financial LLC

Daryl Salcedo (CRD# 4559460) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Concord, CA Oct 2014 - Current 2
Travis Credit Union Concord, CA Oct 2014 - Current 2
U.s. Bancorp Investments, Inc. Concord, CA May 2011 - Oct 2014 3
Chase Investment Services Corp Martinez, CA Jun 2009 - Apr 2011 1
Wells Fargo Investments, LLC Walnut Creek/martinez, CA Aug 2006 - May 2009 2
Morgan Stanley Dw Inc. Oakland, CA Jan 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daryl A. Salcedo
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
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
56

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