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Danielle Lyons

LPL Financial LLC
30 Years of Experience
San Francisco, CA
1 DisclosureBroker
View SEC Summary
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Danielle Lyons is a registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 30 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Francisco, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2026
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Danielle is an employee of both JPMorgan Securities and JPMorgan Bank since June 2018. As an employee of JPMorgan Bank, she can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2016 - September 2025 · 9 yrs 8 mos
J.P. Morgan Securities LLC
January 2016 - September 2025 · 9 yrs 8 mos
Credit Suisse Securities (USA) LLCBroker
December 2013 - January 2016 · 2 yrs 1 mo
Credit Suisse Securities (USA) LLC
December 2013 - January 2016 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - May 2013 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2010 - May 2013 · 3 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
August 2005 - March 2010 · 4 yrs 7 mos
Credit Suisse Securities (USA) LLC
August 2005 - March 2010 · 4 yrs 7 mos
Linsco/private Ledger CORP.
July 2002 - November 2003 · 1 yr 4 mos
Linsco/private Ledger CORP.Broker
June 2000 - November 2003 · 3 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 1993 - July 2000 · 6 yrs 7 mos
State Registrations14 states
AZCAFLILINKSMANCNHNJNYPATNTX
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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