Edward Jones
30yrs
Top advisor by experience in Avon Lake
7yrs
Based in Avon Lake, Ohio, Daniel Harris is a fiduciary financial advisor with 7 years of industry experience. Daniel has been with LPL Financial since 2024; before that, Daniel spent two years at Key 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 31 advisors with offices in Avon Lake, and one of 27 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office32960 Walker Rd, Avon Lake, OH 44012
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
- Oct 2024 – nowLPL Financial LLCCurrent firm
- 2022 – 2024Key Investment Services LLCPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 32960 Walker RdAvon Lake, OH 44012Office · Get directions Facebook pageLPL Financial
Is 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.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Harris. Daniel works from the Avon Lake, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 63, 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.
Other advisors nearby
Independent Financial Partners
30yrs
Top 6% by experience in Avon Lake
Commonwealth Financial Network
26yrs
Top 10% by experience in Avon Lake
LPL Financial
25yrs
Top 13% by experience in Avon Lake
Wells Fargo Advisors
24yrs
Top 16% by experience in Avon Lake
Cetera Investment Advisers
24yrs
Top 19% by experience in Avon Lake