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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Crocker has been in the financial services industry for over 32 years. Daniel is currently registered with LPL Financial LLC and Private Advisor Group, LLC. Daniel provides investment advisory services through Sage Financial, an independent investment advisor firm, and Private Advisor Group, LLC, an independent investment advisor firm. Both of these firms are separate from and independent of LPL Financial. Daniel is also a certified financial planner. Daniel has a broad range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
PA
02/23/2010 - Present
LPL Financial LLC (LANCASTER PA)
MN
01/23/1990 - 07/21/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1990 - 07/21/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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