Raymond James Financial Services Advisors
37yrs
Top 6% by experience in Burleson
43yrs
Dan Wakin
Financial advisor at LPL Financial
Based in Burleson, Texas, Dan Wakin is a fiduciary financial advisor with 43 years of industry experience. Dan joined LPL Financial in 2025, after less than a year at Cuso Financial Services and less than a year at Income Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Burleson, and one of 33 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Burleson
Office750 NE Alsbury Blvd, Burleson, TX 76028
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- Feb 2025 – May 2025Cuso Financial Services, L.P.Previously
- Jul 2024 – Dec 2024Income Advisors, LLCPreviously
- 2012 – 2022Allstate Financial Advisors, LLCPreviously
- 2008 – 2012Broyhill Asset Management, LLCPreviously
- Jan 2005 – Dec 2006Broyhill Asset Management, LLCPreviously
Contact Dan
750 NE Alsbury BlvdBurleson, TX 76028Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Dan
Tailored to Dan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dan
How do I contact Dan?
Call LPL Financial at (704) 733-3300 and ask for Dan Wakin. Dan works from the Burleson, TX office.
How long has Dan been a financial advisor?
Dan has been in the industry since 1983, about 43 years. Top advisor by experience in Burleson.
What licenses does Dan hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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