Daniel Creps
Daniel Creps is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, 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
101 N Main St Ste 805, Greenville, SC, 29601
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2012Customer Dispute
August 2012Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Daniel operates under the DBA Good Life Financial Advisors for his LPL business, dedicating full-time hours. He also has an insurance agency, GoodLifeGreenville, spending minimal time on it during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations18 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.