Eagle Strategies
42yrs
Top advisor by experience in Metuchen
30yrs
Daniel William Sopher
Financial advisor at LPL Financial
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Metuchen
Office258 Bridge St, Metuchen, NJ 08840
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2016 – 2023Kestra Advisory Services, LLCPreviously
- 2003 – 2016Kestra Investment Services, LLCPreviously
- Jun 2002 – Dec 2003Veravest Investment Advisors, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call LPL Financial at 704-733-3300 and ask for Daniel William Sopher. Daniel works from the Metuchen, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1996, about 30 years. Top 15% by experience in Metuchen.
What licenses does Daniel hold?
Series 63, Series 65. 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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