Fragasso Financial Advisors
46yrs
Top advisor by experience in McMurray
35yrs
Daniel Martin is a fiduciary financial advisor in McMurray, Pennsylvania, with 35 years in the industry. Daniel joined LPL Financial in 2021, after five years at Osaic Wealth and seven years at Kestra Investment Services. 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 60 advisors with offices in McMurray, and one of 54 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
OfficeMcMurray, PA
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 ?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.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2016 – 2021Osaic Wealth, Inc.Previously
- 2009 – 2016Kestra Investment Services, LLCPreviously
Contact Daniel
McMurray, PAOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Martin. Daniel works from the McMurray, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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