Keri Daniel is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 30 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
6108 Siegen Lane, Suite A, Baton Rouge, LA, 70809
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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.
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Keri operates RRDM Wealth Management Partners as a DBA for her LPL business, dedicating minimal time. She also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Whitney Securities, L.L.C.Broker
Amsouth Investment Services, INC.Broker
Banc One Securities CorporationBroker
Marquis Investments, L.L.C.Broker
First Investors CorporationBroker
State Registrations12 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.