Daniel Steele
Daniel Steele is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
119 Manly Street, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Daniel operates Provident Wealth as a DBA for his LPL business. He also owns SDG Property LLC, a real estate rental business, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.
Exams
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