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Daniel Gikher

LPL Financial LLC
23 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Gikher is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 23 years of industry experience. Daniel 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

800 Village Sq Xing Ste 211, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is the owner of PWG Insurance Agency, an insurance agency, and dedicates minimal time to it. He is also involved in several other business entities, including PWG Financial, PWG Tax, PWG Network, PWG Financial LLC, Danford Wealth Group LLC, and is an author, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Gladstone Wealth Group
March 2016 - October 2019 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
January 2013 - January 2016 · 3 yrs
J.P. Morgan Securities LLC
January 2013 - January 2016 · 3 yrs
LPL Financial LLC
May 2008 - January 2013 · 4 yrs 8 mos
LPL Financial LLCBroker
May 2008 - January 2013 · 4 yrs 8 mos
Ifmg Securities, INC.
July 2005 - May 2008 · 2 yrs 10 mos
Ifmg Securities, INC.Broker
July 2005 - May 2008 · 2 yrs 10 mos
Dreyfus Service Corporation
June 2005 - June 2005 · 0 mos
Dreyfus Service CorporationBroker
September 2004 - June 2005 · 9 mos
Trillium Trading LLCBroker
April 2004 - June 2004 · 2 mos
Essex National Securities, INC.Broker
October 2003 - December 2003 · 2 mos
Worldco, L.L.C.Broker
January 2001 - September 2001 · 8 mos
Worldco, L.L.C.Broker
July 2000 - October 2000 · 3 mos
State Registrations16 states
AZCACOCTFLMAMDNCNJNYOHPASCTNWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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