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CFP

Daniel Crocker

Private Advisor Group, LLC
36 Years of Experience
Lancaster, PA
Broker
View SEC Summary
View SEC Summary

Daniel Crocker is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lancaster, PA, with 36 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2137 Embassy Drive Suite 117, Lancaster, PA, 17603

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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 Activities

Daniel provides investment advisory services through Sage Financial LLC and Private Advisor Group, spending full-time hours on these activities. He also owns rental real estate properties, dedicating minimal time to them.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2014 - Present · 12 yrs 5 mos
LPL Financial LLC
February 2010 - Present · 16 yrs 8 mos
LPL Financial LLCBroker
July 1994 - Present · 32 yrs 3 mos
Previous Registrations
American Express Financial Advisors INC.Broker
January 1990 - July 1994 · 4 yrs 6 mos
Ids Life Insurance CompanyBroker
January 1990 - July 1994 · 4 yrs 6 mos
State Registrations12 states
CTDEFLGAMDNJNYOHPASCTXVA
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.
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