Daniel Peterson, financial advisor Ely MN

Daniel Peterson

CRD Number: 2974905
Current Firm: Lpl Financial LLC

Daniel Peterson (CRD# 2974905) is an Investment Advisor Representative working at Lpl Financial LLC in Ely, MN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco/private Ledger Corp. Ely, MN May 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Daniel R. Peterson
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • MN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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