LPL Financial
43yrs
Top advisor by experience in Port Sanit Lucie
27yrs
Daniel Gaines
Financial advisor at Osaic Wealth
Daniel Gaines is a fiduciary financial advisor in Port Sanit Lucie, Florida, with 27 years in the industry. Daniel joined Osaic Wealth in 2022, after two years at LPL Financial and three years at Wells Fargo Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Port Sanit Lucie, and one of 68 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Port Sanit Lucie
Office771 St Lucie W Blvd, Port Sanit Lucie, FL 34986
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2022 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2022LPL Financial LLCPreviously
- 2017 – 2020Wells Fargo Clearing Services, LLCPreviously
- Aug 2015 – Feb 2017Securities America Advisors, Inc.Previously
- May 2015 – Aug 2015Fintegra, LLCPreviously
- Jul 2014 – Apr 2015MerrillPreviously
- Oct 2012 – Jul 2014Invest Financial CorporationPreviously
- Sep 2011 – Aug 2012PNC Wealth Management LLCPreviously
Earlier career (2 more)
- May 2011 – Aug 2011Wells Fargo Clearing Services, LLCPreviously
- 1999 – 2011Truist Investment Services, Inc.Previously
Contact Daniel
771 St Lucie W BlvdPort Sanit Lucie, FL 34986Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Osaic Wealth at (800) 821-5100 and ask for Daniel Gaines. Daniel works from the Port Sanit Lucie, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 22% by experience in Port Sanit Lucie.
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?
Osaic Wealth 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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