Daniel Barney, financial advisor Lincoln IL
93 score

Daniel Barney

CRD Number: 5415604
Current Firm: Level Four Advisory Services

Daniel Barney (CRD# 5415604) is an Investment Advisor Representative working at Level Four Advisory Services in Lincoln, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lincoln, IL Oct 2012 - Current 4
Level Four Advisory Services Lincoln, IL Jul 2008 - Current 8
Lincoln Financial Securities Corporation Lincoln, IL Jul 2008 - Nov 2012 4
Clarence Barney Jr, Inc. Lincoln, IL Jul 2007 - Nov 2012 5
Jefferson Pilot Securities Lincoln, IL Feb 2008 - Jul 2008 < 1
Kehe Foods Romeoville, IL May 1987 - Jun 2007 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Daniel R. Barney
Phone Number: 972-665-0878
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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