Daniel Morse
Daniel Morse is a registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 18 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
1040 Kings Hwy North Suite 200, Cherry Hill, NJ, 08034
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved in numerous insurance-related activities, including selling fixed insurance, life insurance, disability insurance, long-term care insurance, supplemental benefits, and health insurance. He also dedicates a significant amount of time (full-time) to Independence Square Advisors and Independence Square Holdings LLC.
Employment History
Current Registrations
LPL Financial LLC
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, INC.Broker
State Registrations7 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.