Daniel Gikher
Daniel Gikher is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 22 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
800 Village Sq Xing Ste 211, Palm Beach Gardens, FL, 33410
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Regulatory History (1)
Customer Dispute
July 2014Other 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
LPL Financial LLCBroker
Previous Registrations
Gladstone Wealth Group
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Trillium Trading LLCBroker
Essex National Securities, INC.Broker
Worldco, L.L.C.Broker
Worldco, L.L.C.Broker
State Registrations12 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.