Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bruce Johnson is a financial advisor registered with LPL Financial LLC in Fort Collins, Colorado. Daniel has been in the securities industry since March 1994. Daniel is also registered with the state of Texas. In addition to being a registered representative with LPL Financial LLC, Daniel also provides investment advisory services through LPL Financial LLC. Daniel previously worked at Securities America, Inc. in Fort Collins, Colorado, QA3 Financial Corp in Fort Collins, Colorado, Financial Network Investment Corporation in El Segundo, California and Multi-Financial Securities Corporation in Greenwood Village, Colorado. Daniel has passed the Series 63, Series 6 and SIE exams. Daniel has the Chartered Financial Consultant designation.
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.
1
2
CO
08/24/2018 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
02/16/2011 - 08/24/2018
SECURITIES AMERICA, INC. (FORT COLLINS CO)
CO
07/12/2004 - 02/11/2011
QA3 FINANCIAL CORP. (FT COLLINS CO)
CA
10/19/1994 - 07/12/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CO
03/14/1994 - 10/24/1994
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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