Daniel Valenzuela
Daniel Valenzuela is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 41 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
1200 28th St, Ste 200, Boulder, CO, 80303
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Regulatory History (1)
Criminal
July 1972Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Engler and Budd CompanyBroker
American Western Securities, INC.Broker
State Registrations13 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.