Daniel Abbott, financial advisor Dayton TN

Daniel Abbott

CRD Number: 4760390
Current Firm: Lpl Financial LLC

Daniel Abbott (CRD# 4760390) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, TN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Dayton, TN Feb 2018 - Current 1
Firstbank Dayton, TN Mar 2007 - Current 12
Invest Financial Corporation Tampa, FL Mar 2007 - Feb 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Daniel T. Abbott
Phone Number: 617-423-3644
Registered State(s):
  • AR
  • GA
  • MS
  • NV
  • NJ
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    159,099
    MILLIONS
  • Total Number of Accounts
    786,525
    ACCOUNTS
  • Average Account Value
    $202,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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