Noelle Daniel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Largo, FL, with 28 years of industry experience. Noelle 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
12651 Walsingham Rd Ste E, Largo, FL, 33774
Get directionsHistory
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 Registrations23 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.
Exams
More Advisors
- Curtis Chambers, CFPLPL Financial LLC
- Russell Hale, CFPLPL Financial LLC
- Walter HielLPL Financial LLC
- Gregory Reichold, CFPHighpoint Planning Partners
- Brenda Ehrke, CFP, ChFCEdward Jones
- Simon Tingling, CFADesigned Wealth USA LTD.