Daniel Martin
Daniel Martin is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 33 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
420 Fort Duquesne Blvd, One Gateway Center, Ste 2000, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business Activities
Daniel operates as The Monteverde Group, a DBA for his LPL business, since 2001. He dedicates about a quarter of his time to this investment-related activity, with the majority of the time spent during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Vestax Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
Berkowitz, Pierchalski 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.