Daniel Hazewski is a registered investment advisor at LPL Financial LLC, based in Glens Falls, NY, with 40 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
Number of Clients
Average Client Portfolio
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
Glens Falls, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel uses Legacy Planning Partners LLC as a DBA. He is also writing fiction and non-fiction books, with a non-fiction book about elder care issues close to completion, taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
State Registrations23 states
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