Daniel CarrollCRD Number: 6029151
Current Firm: Lpl Financial LLC
Daniel Carroll (CRD# 6029151) is an Investment Advisor Representative working at Lpl Financial LLC in Tukwila, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Lpl Financial LLC||Tukwila, WA||Dec 2017 - Current||< 1|
|Boeing Employees Credit Union||Tukwila, WA||Dec 2017 - Current||< 1|
|University Of Washington||Seattle, WA||Nov 2014 - Current||3|
|Washington Interscholastic Activities Association||Renton, WA||Nov 2012 - Current||5|
|3 Point Productions||Seattle, WA||Jan 2012 - Current||6|
|Seattle Storm||Seattle, WA||May 2010 - Current||7|
|Seattle Pacific University||Seattle, WA||Sep 2009 - Current||8|
|Capital One Sharebuilder, Inc.||Seattle, WA||Mar 2012 - Jul 2017||5|
|Campuspoint||Seattle, WA||Feb 2012 - Mar 2012||< 1|
|Officeteam||Seattle, WA||Jan 2012 - Feb 2012||< 1|
|Molly Brown Temps||Seattle, WA||Sep 2011 - Dec 2011||< 1|
|Everett Aquasox||Everett, WA||Jun 2011 - Aug 2011||< 1|
|West Seattle Bowl||Seattle, WA||Feb 2009 - Aug 2011||2|
|Seattle Public Schools||Seattle, WA||Feb 2009 - Feb 2009||< 1|
|Willamette University Athletics Department||Salem, OR||Oct 2007 - Jan 2009||1|
|Campuspoint||Seattle, WA||Jun 2008 - Aug 2008||< 1|
|Amf Imperial Lanes||Seattle, WA||Jul 2006 - Aug 2008||2|
|Atkinson Graduate School Of Management||Salem, OR||Jan 2005 - May 2008||3|
|Willamette University||Salem, OR||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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