TrueAdvisor
TrueAdvisor
DK
CFP
DK
CFP

Daniel King

LPL Financial LLC
31 Years of Experience
Twin Falls, ID
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel King is a CFP-designated registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 31 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

710 Fillmore St Suite 300, Twin Falls, ID, 83301

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2004
Denied
Customer Dispute
March 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel operates Elevant Wealth as a DBA for his LPL business and is an agent for non-variable insurance through Crump, Triad, and Ohio National Financial, dedicating minimal time to each. He also has a business entity, DR King LLC, for tax/investment purposes and is involved in real estate rental through Legacy Legal Council.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
November 2017 - July 2021 · 3 yrs 8 mos
Waddell & Reed
November 2017 - July 2021 · 3 yrs 8 mos
U.S. Bancorp Investments, INC.
May 2003 - November 2017 · 14 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
March 2003 - November 2017 · 14 yrs 8 mos
U.S. Bancorp Piper Jaffray INC.
May 2002 - July 2003 · 1 yr 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
November 1998 - July 2003 · 4 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - November 1998 · 1 yr 2 mos
U.S. Bancorp SecuritiesBroker
December 1996 - September 1997 · 9 mos
Edward D. Jones & CO., L.P.Broker
October 1994 - November 1996 · 2 yrs 1 mo
State Registrations17 states
AKAZCACOFLIDMTNVOHORSCTXUTVAVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Twin Falls, ID →All financial advisors in Idaho →