Danielle Stanton
Danielle Stanton is a registered investment advisor at LPL Financial LLC, based in La Mesa, CA, 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
7863 La Mesa Blvd, Suite 200, La Mesa, CA, 91942-0217
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
Danielle sells health insurance through Geo Blue, dedicating a few hours per week. She also owns Plunder Designs Jewelry (minimal time), operates Classic Wealth Strategies Investment and Insurance as a DBA for her LPL business (about a quarter of her time), owns rental real estate, and is involved with Blossom Valley Residential Care (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.