Daniel Spalding is a registered investment advisor at LPL Financial LLC, based in Brandon, FL, with 14 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
3419 Brook Crossing Dr, Brandon, FL, 33511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates under the DBA Focus Wealth Strategies LLC for his LPL business. He is also involved with It'll Fit Charters and Cutsey Fly, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Investment Management Services LLCBroker
State Registrations2 states
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