Albert Danish
Albert Danish is a registered investment advisor at LPL Financial LLC, based in Broomall, PA, with 32 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
780 Parkway Blvd., Broomall, PA, 19008
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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
Albert is involved with Guidepoint since 2019 and Acrisure LLC DBA Doyle Alliance Group since 2015, both related to non-variable insurance, taking minimal time and about 10-20% of his time, respectively. He also works with Golden Years Consultants, an insurance agency, since 2023, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Lincoln Investment Planning, INC.Broker
Pml Securities CompanyBroker
State Registrations5 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.