Daniel Karlsberg
Daniel Karlsberg is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 13 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Criminal
July 2007Other Business ActivitiesSells Insurance
Daniel is the president of Freedom Trail Financial and an independent insurance agent for various companies, dedicating about 10-20% of his time to investment-related activities. He also works as an advisory representative of a registered investment advisor (RIA), spending about a quarter of his time on investment-related activities, and is a notary, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Kovack Securities INC.Broker
Kovack Advisors, INC.
Edward Jones
Edward JonesBroker
State Registrations2 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.