Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Blake Price is an investment advisor representative with LPL Financial LLC. Daniel is registered with the state of Louisiana and Texas. Daniel has been in the financial services industry since March 14, 2018. Daniel Blake Price has also worked for Harbor Financial Services, LLC, Mutual Securities, Inc., and Raymond James Financial Services, Inc. In addition to LPL Financial LLC, Daniel has affiliations with LDF Wealth Financial Group, Veritas Counseling Center, and Since We're On The Subject.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
08/25/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
07/16/2020 - 03/12/2021
HARBOR FINANCIAL SERVICES, LLC (Baton Rouge LA)
LA
06/07/2019 - 07/16/2020
MUTUAL SECURITIES, INC. (Baton Rouge LA)
LA
03/15/2018 - 06/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BOTH
Issued 06/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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