Daniel Gordon
Daniel Gordon is a registered investment advisor at LPL Financial LLC, based in Adrian, MI, with 28 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
1042 Sutton Rd Ste 3, Adrian, MI, 49221
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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
Daniel operates under the DBA Retirement Referral Network, LLC since 2018. He also works with GBU Financial selling non-variable insurance and Retirement Insurance Services, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Independent Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations27 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.