Daniel Trivison is a registered investment advisor at LPL Financial LLC, based in Maitland, FL, with 37 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
670 N Orlando Ave Ste 102, Maitland, FL, 32751
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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.
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Daniel operates his LPL business through Daniel Trivison & Associates, Inc., dedicating full-time hours to securities trading. He also owns rental real estate, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Royal Palm Investment Advisors, INC
Fund Advisors of America INC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Delta First Financial, INC.Broker
Protective Equity Services, INC.Broker
The Parkins Investment Securities CorporationBroker
State Registrations46 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.