Daniel Robinson is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 24 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
6108 Siegen Lane, Suite A, Baton Rouge, LA, 70809
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 Activities
Daniel provides tax preparation services on a limited basis, dedicating about 10-20% of his time. He also manages RRDM Wealth Management Partners as a DBA for his LPL business and owns rental real estate, dedicating minimal time to each. Additionally, Daniel is a non-profit board member for Resource Bank, Inc., requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial CorporationBroker
LPL Financial Corporation
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities CorporationBroker
Banc One Securities Corporation
Legg Mason Wood Walker, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Proequities, INC.Broker
State Registrations8 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.