Daniel Boyer is a registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 47 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
1235 Westlakes Dr Ste 260, Berwyn, PA, 19312
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Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Daniel is involved in Schedule C reporting, real estate rental, and investment-related activities since 1995, dedicating minimal time. He is also involved with Brookside Geezer Golf League, LLC since 2012, which is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Prudential-Bache Securities INC.Broker
Boenning & Scattergood, INC.Broker
State Registrations34 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.