Daniel King (CRD# 6192727) is an Investment Advisor Representative working at Lpl Financial LLC in Labelle, FL and has over 8 years of experience in the finance industry.
CRD# 3115572
Raymond James Financial Services Advisors, Inc.
CRD# 1381648
Carnegie Investment Counsel
CRD# 2451395
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Myers, FL | May 2022 - Current | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2018 - Current | 6 |
| Suncoast Credit Union | Tampa, FL | May 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Fort Myers, FL | Feb 2016 - May 2018 | 2 |
| King Wealth Management Inc. | Fort Myers, FL | Jan 2016 - May 2018 | 2 |
| Raymond James Financial Services | Ft. Myers, FL | Jun 2015 - May 2018 | 2 |
| Florida State University | Tallahassee, FL | Aug 2011 - May 2015 | 3 |
| Romanos Macaroni Grill | Tallahassee, FL | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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