Daniel Deblois
Daniel Deblois is a registered investment advisor at LPL Financial LLC, based in Chittenango, NY, 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
Chittenango, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2011Other Business ActivitiesSells Insurance
Daniel is the 100% owner of Wealth by Design, spending full-time hours on investment-related activities. He also owns 50% of DeBlois Enterprises Inc. with his father and sells insurance products, including fixed annuities, life/health, and LTC, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Leigh Baldwin & CO., LLCBroker
PFS Investments INC.Broker
State Registrations14 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.