Daniel Crane is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 42 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
19200 Von Karman Ave., Ste. 600, Irvine, CA, 92612
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
October 1990Other Business Activities
Daniel is a Small Group Coordinator at Moorpark Presbyterian Church, responsible for organizing congregation members into small groups. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West Group
Financial West GroupBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations4 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.
Exams
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