Daniel Zimmerman
Daniel Zimmerman is a registered investment advisor at LPL Financial LLC, based in Moorestown, NJ, 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
7 E Main St Ste 203, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2020Customer Dispute
October 2013Customer Dispute
July 2013Other Business Activities
Daniel operates Integrity Wealth Management, LLC as a DBA for his LPL business. He also provides tax preparation and accounting services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Investors Capital CORP.Broker
Pan-American Financial AdvisersBroker
State Registrations6 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.