Capital Markets Iq
43yrs
Top advisor by experience in Arlington
23yrs
Daniel Mahle has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Arlington, Texas. Daniel has been with LPL Financial since 2021; before that, Daniel spent nine years at Waddell & Reed and a year at Questar Asset Management. 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 209 advisors with offices in Arlington, and one of 183 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Texas
Office2401 E Randol Mill Rd Suite 180, Arlington, TX 76011
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
- 2021 – nowLPL Financial LLCCurrent firm
- 2012 – 2021Waddell & ReedPreviously
- Apr 2012 – Dec 2012Questar Asset Management, Inc.Previously
- 2008 – 2012Waddell & ReedPreviously
- Feb 2007 – Apr 2007Edward JonesPreviously
- Jun 2005 – Nov 2006Voya Financial Partners, LLCPreviously
- Oct 2004 – May 2005Cuso Financial Services, L.P.Previously
- Apr 2004 – Oct 2004Valic Financial Advisors, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Mahle. Daniel works from the Arlington, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Texas.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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