Daniel Whittenburg
Daniel Whittenburg is a CFP-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 34 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
3355 W Alabama St, Ste 660, Houston, TX, 77098
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2016Customer Dispute
May 2014Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Daniel operates several DBAs for his LPL business, including Whittenburg Wealth and Weave Wealth Partners. He also engages in non-variable insurance sales, dedicating a few hours per week to this activity, and manages business entities for tax/investment purposes. Daniel spends nearly full-time hours on his investment advisory services through Stratos Wealth Partners, LTD.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Bma Financial Services, INC.Broker
State Registrations32 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.