Daniel Figueiredo is a registered investment advisor at LPL Financial LLC, based in Auburn, NY, with 11 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
237 Grant Ave, Auburn, NY, 13021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel owns a We Make Footballers franchise, a soccer training program for kids, dedicating about a third of his time. He also works part-time as a youth soccer coach, soccer referee, and another youth soccer coach, spending varying amounts of time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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