LPL Financial
41yrs
Top advisor by experience in Margate City
33yrs
Based in Margate City, New Jersey, Daniel Walsh is a financial advisor with 33 years of industry experience. Daniel has been with LPL Financial since 2020; before that, Daniel spent nine years at Ameriprise Financial Services and five years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office8009 Atlantic Ave, Margate City, NJ 08402
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowLPL Financial LLCCurrent firm
- 2011 – 2020Ameriprise Financial Services, LLCPreviously
- 2006 – 2011Edward JonesPreviously
- Jul 2002 – May 2004UBS Financial Services Inc.Previously
Contact Daniel
Local office(609) 317-4825Ask for Daniel. (704) 733-3300Main office · Fort Mill, SC 8009 Atlantic AveMargate City, NJ 08402Office · Get directions Facebook pageLPL Financial
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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 Daniel’s local office at (609) 317-4825 or the LPL Financial main office at (704) 733-3300, and ask for Daniel Walsh.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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