Danielle Thompson (CRD# 6069500) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, IN and has over 11 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 4128137
Osaic Wealth, Inc.
CRD# 2293786
Capital Cities Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bluffton, IN | Feb 2024 - Current | < 1 |
| Flagstar Bank | Bluffton, IN | Dec 2018 - Current | 5 |
| Infinex Investments, Inc. | Meriden, CT | Dec 2018 - Jan 2024 | 5 |
| Wells Fargo Clearing Services, LLC | Van Wert, OH | Nov 2016 - Dec 2018 | 2 |
| Wells Fargo Bank Na | Van Wert, OH | Jun 2008 - Dec 2018 | 10 |
| Wells Fargo Advisors LLC | Van Wert, OH | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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