Danny Wilburn
Danny Wilburn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Valparaiso, IN, 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
554 Vale Park Rd, Valparaiso, IN, 46385
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danny is an agent for various life insurance companies since 2010, dedicating about 10% of his time to this activity. He also provides financial plans for a fixed and hourly fee, spends minimal time on tax preparation/accounting/bookkeeping, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waterstone Financial Group, INC.Broker
Waterstone Financial Group, INC.
R.B. Smith CO. INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations41 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.