Noelle Daniel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Largo, FL, 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
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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
12651 Walsingham Rd Ste E, Largo, FL, 33774
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Regulatory History (1)
Customer Dispute
March 2006Other Business Activities
Noelle operates Noelle Daniel Wealth Management as a DBA for her LPL business since 2011. She also owns two real estate rental properties through HCP Florida, LLC and HCP Colorado, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.