Daniel Hamlet is a registered investment advisor at LPL Financial LLC, based in Fairmont, MN, with 15 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
1017 Highway 15 S., Fairmont, MN, 56031
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2024Other Business Activities
Daniel operates his LPL business through 360 Intergrated Financial and provides investment advisory services through Convergence Financial LLC, spending full-time hours on each. He also owns rental real estate and serves in the United States Army Reserves, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Convergence Financial
Previous Registrations
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations5 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.