DP
DP

Daniel Kennedy Poppers

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

9700 Village Center Dr, Ste 234, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC. He dedicates full-time hours to Ideal Life Wealth Management, LLC.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 1 yr 4 mos
Golden State Wealth Management, LLC
August 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Edward Jones
December 2013 - August 2017 · 3 yrs 8 mos
Edward JonesBroker
September 2013 - August 2017 · 3 yrs 11 mos
State Registrations17 states
AZCACOGAIDMIMNMTNENVNYORTNTXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.