James Danner (CRD# 3139479) is an Investment Advisor Representative working at Lpl Financial LLC in Litchfield, MN and has over 25 years of experience in the finance industry.
CRD# 4697528
Cetera Investment Advisers LLC
CRD# 4095285
Gwn Securities Inc.
CRD# 6973059
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Litchfield, MN | Nov 2019 - Current | 4 |
| Voya Financial Advisors, Inc. | Litchfield, MN | Oct 2014 - Nov 2019 | 5 |
| Questar Asset Management | Minneapolis, MN | Dec 2007 - Oct 2014 | 6 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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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
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