Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rees King is an investment advisor representative at LPL Financial LLC, where has been employed since July 2021. Daniel has been in the financial services industry since October 1994. Daniel holds the Series 7, Series 24, Series 63, and Series 65 licenses. Daniel also has the Certified Financial Planner designation. Daniel is registered to provide investment advice in Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, Ohio, Oregon, Texas, Utah, Vermont, and Washington.
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
ID
07/21/2021 - Present
LPL Financial LLC (TWIN FALLS ID)
ID
11/10/2017 - 07/21/2021
WADDELL & REED (BURLEY ID)
ID
03/03/2003 - 11/17/2017
U.S. BANCORP INVESTMENTS, INC. (TWIN FALLS ID)
MN
11/16/1998 - 07/08/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
12/21/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
MO
10/14/1994 - 11/18/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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