Daniel Goland
Daniel Goland is a registered investment advisor at LPL Financial LLC, based in North Hampton, NH, with 23 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
155 Lafayette Rd Ste 1, North Hampton, NH, 03862
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Daniel is involved with Seacoast Financial Network, W.G. Financial LLC, G.W Financial LLC (real estate rental), and Seacoast Tax Strategies, LLC. He also works with Gradient Insurance Brokerage, Inc., dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Infinex Investments, INC.Broker
Nylife Securities INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations29 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.