Daniel Guibert
Daniel Guibert is a registered investment advisor at LPL Financial LLC, based in St Paul, MN, with 10 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
757 Cleveland Ave S, St Paul, MN, 55116
Get directionsHistory
Regulatory History (2)
Criminal
January 2006Criminal
February 2002Other Business Activities
Daniel is doing business as TruStone Financial Advisors, an entity for his LPL business, since May 2022. This takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Ascendant Alternative Strategies, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Edward Jones
Edward JonesBroker
State Registrations15 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.