Daniel Dowd
Daniel Dowd is a registered investment advisor at LPL Financial LLC, based in Wildwood, FL, with 29 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
4076 E. State Road 44, Wildwood, FL, 34785
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Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Daniel is involved with Dowd Financial Group, Inc. selling non-variable insurance, dedicating a few hours per week. He also uses Dowd Financial Group Inc. as a DBA for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
Kovack Advisors, INC.
Kovack Securities INC.Broker
AmerifinancialBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Dean Witter Reynolds INC.Broker
Jw Charles Securities,inc.Broker
State Registrations9 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.