Daniel Ramsey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Trinity, FL, with 15 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
1819 Short Branch Dr, Ste 101, Trinity, FL, 34655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel operates under the DBA Wealthbridge Financial Group for his LPL business since 2018. He also volunteers as a tax preparer for Step Up Suncoast and is a board member for Lakewood Ranch Referral Partners, while dedicating nearly full-time hours to Daniel S Ramsey CFP PA for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations33 states
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