Daniel Jackson
Daniel Jackson is a registered investment advisor at LPL Financial LLC, based in Crandon, WI, 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
502 W Pioneer St, Crandon, WI, 54520-0365
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2013Customer Dispute
September 2013Customer Dispute
October 2008Other Business Activities
Daniel operates under the DBA CoVantage Retirement & Investment Services for his LPL business. He also owns rental real estate and is a co-owner of Jay IV LLC, and a business owner of Jackson's Prarie River Tree Farm, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Princor Financial Services CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations24 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.