Danniel Kazi is a registered investment advisor at Lincoln Investment, based in Frisco, TX, with 3 years of industry experience. Danniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
6136 Frisco Square Blvd, Suite 400, Frisco, TX, 75034
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2022Customer Dispute
April 2022Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
State Registrations1 state
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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