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Daniel Richard Lamacchia

Worthington Wealth Management

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About Daniel Richard Lamacchia

Daniel Lamacchia is a financial advisor with Worthington Wealth Management. Daniel has over 25 years of experience in the financial services industry. Daniel is registered with the state of Ohio and Texas. Daniel specializes in providing financial advice to individuals and families. Daniel holds the Series 7, 9, 10, 24, and 63 licenses and is a Certified Financial Planner.

Firm Information

Daniel Lamacchia is currently registered with Worthington Wealth Management. Worthington Wealth Management is an investment advisor located in Worthington, OH. They provide portfolio management for individuals and have $127,961,399 in regulatory assets under management. The firm has 2 licensed agents and 4 investment advisor representatives. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a total of 321 accounts.
Worthington Wealth Management

57 EAST WILSON BRIDGE ROAD

WORTHINGTON, OH 43085

$127.96M

Assets Under Management

25

Total Clients

4

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Lamacchia’s Registration & Firm History

OH

04/30/2021 - Present

Worthington Wealth Management (WORTHINGTON OH)

OH

03/23/2012 - 05/04/2021

BENJAMIN F. EDWARDS & COMPANY, INC. (COLUMBUS OH)

OH

01/01/2008 - 03/26/2012

WELLS FARGO ADVISORS, LLC (DUBLIN OH)

OH

02/02/1996 - 01/03/2008

A. G. EDWARDS & SONS, INC. (DUBLIN OH)

OH

05/16/1984 - 02/10/1996

SWENEY CARTWRIGHT & COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 03/21/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/15/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/15/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Richard Lamacchia.
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