Daniel Dame, financial advisor Hawthorn Woods IL
96 score

Daniel Dame

CRD Number: 1206871
Current Firm: Lpl Financial LLC

Daniel Dame (CRD# 1206871) is an Investment Advisor Representative working at Lpl Financial LLC in Hawthorn Woods, IL and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Buffalo Grove, IL Sep 2009 - Current 7
Mutual Service Corp Buffalo Grove, IL Feb 2009 - Sep 2009 < 1
Metropolitan Life Ins. Company Arlington Height, IL Aug 1999 - Feb 2009 9
Metlife Securites Inc. Arlington Height, IL Aug 1999 - Feb 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Daniel R. Dame
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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