Daniel Mackey
Daniel Mackey is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, 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
4703 Boardwalk Dr Bldg B Ste 1, Fort Collins, CO, 80525
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel operates under the DBA Retirement & Estate Advisors for his LPL business. He is also an agent selling life, health, disability, long-term care, and fixed annuities through Mackey Financial Services LLC, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
On Investment Management CO
Rea Capital Management, LLC
Rea Capital Management, LLC
The O.N. Equity Sales CompanyBroker
Princor Financial Services CorporationBroker
State Registrations15 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.