Daniel Buster
Daniel Buster is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 26 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
2901 W Coast Highway, #200, Newport Beach, CA, 92663
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Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Daniel is a landlord for multiple real estate rental properties and the president of Buster Imports Inc., a wine/spirits import business. He is also an agent for non-variable insurance through ZUK Financial Group, a certified estate planner at Citadel Law Offices, and an IAR for Valley Wealth Strategies, LLC, and its DBA Zuk Financial Group; he spends about a quarter of his time on his LPL business through Zuk Financial Group.
Employment History
Current Registrations
LPL Financial LLCBroker
Valley Wealth Strategies, LLC
Previous Registrations
LPL Financial LLC
Valley Wealth Strategies
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sun Life Financial Distributors, INC.Broker
Allianz Life Financial Services, LLCBroker
Lincoln Financial Distributors, INC.Broker
Manulife Wood Logan, INC.Broker
State Registrations10 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.