TrueAdvisor
TrueAdvisor
DA
CFP
DA
CFP

Daniel Antioho

LPL Financial LLC
41 Years of Experience
Oak Brook, IL
Broker
View SEC Summary
View SEC Summary

Daniel Antioho is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 41 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2021 Midwest Rd Ste 200, Oak Brook, IL, 60523-1370

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Daniel operates Antioho Investment Planning Group, LLC as a DBA for his LPL business since 2008. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
April 2008 - Present · 18 yrs 6 mos
LPL Financial LLCBroker
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
June 2001 - May 2008 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2000 - May 2008 · 7 yrs 6 mos
Charter One Securities, INC.Broker
January 2000 - November 2000 · 10 mos
Investment Network, INC.Broker
December 1987 - January 2000 · 12 yrs 1 mo
Prudential-Bache Securities INC.Broker
August 1986 - October 1987 · 1 yr 2 mos
Blinder, Robinson & Co.,inc.Broker
February 1986 - August 1986 · 6 mos
First Investors CorporationBroker
July 1985 - February 1986 · 7 mos
State Registrations13 states
ALAZCAFLILKYMIMNMONVOHTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Oak Brook, IL →All financial advisors in Illinois →