Daniel King
Daniel King is a CFP-designated registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 31 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
710 Fillmore St Suite 300, Twin Falls, ID, 83301
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2004Customer Dispute
March 2004Other 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
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations16 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.