Daniel Sarkissian, financial advisor Sandy OR

Daniel Sarkissian

CRD Number: 6683168
Current Firm: Lpl Financial LLC

Daniel Sarkissian (CRD# 6683168) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Sandy, OR Feb 2023 - Current 1
Edward Jones St Louis, MO Aug 2016 - Feb 2023 6
Green Community Missionary Church Roseburg, OR Aug 2012 - Jul 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Daniel S. Sarkissian
Phone Number: 704-733-3300
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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