Daniel Tano, financial advisor Kennewick WA

Daniel Tano

CRD Number: 6307637
Current Firm: Lpl Financial LLC

Daniel Tano (CRD# 6307637) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Kennewick, WA Mar 2021 - Current 3
Jk2a, LLC Kennewick, WA Nov 2014 - Current 9
Various Insurance Carriers For W & R Insurance Agencies Kennewick, WA Jun 2014 - Mar 2021 6
Waddell & Reed, Inc. Kennewick, WA Mar 2014 - Mar 2021 7
Kennewick School District Kennewick, WA Jan 2013 - Aug 2019 6
The Church Of Jesus Christ Of Latter-day Saints Kennewick, WA Apr 2015 - Jan 2019 3
Lab Oratories Toastmasters Richland, WA Jul 2015 - Jun 2018 2
Jk2a, LLC Kennewick, WA Jan 2015 - Dec 2017 2
Battelle Richland, WA Dec 2000 - Apr 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Daniel K. Tano
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
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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