Daniel Mahle is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2401 E Randol Mill Rd Ste 180, Arlington, TX, 76011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Questar Asset Management, INC.
Questar Capital CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Edward Jones
Edward JonesBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
VALIC Financial Advisors, INC.
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Titan/value Equities Group, INC.Broker
Amfire, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.