Daniel Velazquez
Daniel Velazquez is a registered investment advisor at LPL Financial LLC, based in Ansonia, CT, with 20 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
37 Elizabeth St, Ansonia, CT, 06401
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Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Daniel owns multiple rental real estate properties and spends minimal time on each. He also works with LTCi Partners, selling traditional long-term care insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.