DW
DW

Danny Woodall

36 Years of Experience
Mabelvale, AR
BrokerSells Insurance

Danny Woodall is a registered investment advisor at LPL Financial LLC, based in Mabelvale, AR, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Mabelvale, AR

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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.

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Other Business ActivitiesSells Insurance

Danny sells non-variable insurance products, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
October 2019 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.
May 2017 - November 2019 · 2 yrs 6 mos
Woodbury Financial Services, INC.Broker
November 1991 - November 2019 · 28 yrs
Transamerica Financial Resources, INC.Broker
July 1987 - December 1989 · 2 yrs 5 mos
Transamerica Securities Sales CorporationBroker
July 1987 - December 1989 · 2 yrs 5 mos
State Registrations3 states
ARLATX
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.