Melanie McDaniel, financial advisor Steamboat Springs CO

Melanie McDaniel

CRD Number: 4855731
Current Firm: Lpl Financial LLC

Melanie McDaniel (CRD# 4855731) is an Investment Advisor Representative working at Lpl Financial LLC in Steamboat Springs, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Steamboat Springs, CO Sep 2006 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Melanie S. McDaniel
Phone Number: 704-733-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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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