Daniel Jong is a registered investment advisor at LPL Financial LLC, based in Alma, MI, 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
200 W Center St, Alma, MI, 48801
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
July 2002Other Business Activities
Daniel is doing business as (DBA) DLP Financial Partners LLC for his LPL business since September 2021. He is also a 50% partner in 200 W. Center LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward JonesBroker
Van Kampen American Capital Distributors, INC.Broker
State Registrations26 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.