Daniel Twomey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Paramus, NJ, 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
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2004Customer Dispute
February 2004Other Business Activities
Daniel operates J & H Financial Services as a DBA for his LPL business since 2013. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Hsbc Brokerage (USA) INC.Broker
Jmc Financial CorporationBroker
Gruntal & CO. IncorporatedBroker
W.J. Nolan & Company, INC.Broker
Commonwealth AssociatesBroker
Lehman Brothers INC.Broker
Gruntal & CO. IncorporatedBroker
Best Investors Group, INC.Broker
J. W. Gant & Associates, INC.Broker
Equitable Securities of New York,inc.Broker
State Registrations11 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.