Oppenheimer &
47yrs
Top advisor by experience in Winston-Salem
22yrs
Daniel Bernabe has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Winston-Salem, North Carolina. After 14 years at Cuso Financial Services and three years at Wells Fargo Advisors, Daniel joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 69% of advisors in North Carolina
Office1691 Westbrook Plaza Drive, Winston-Salem, NC 27103
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.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2011 – 2025Cuso Financial Services, L.P.Previously
- 2007 – 2011Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2007UBS Financial Services Inc.Previously
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 Bernabe. Daniel works from the Winston-Salem, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. More experience than 69% of advisors in North Carolina.
What licenses does Daniel hold?
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
UBS Financial Services
46yrs
Top 1% by experience in North Carolina
UBS Financial Services
45yrs
Top 1% by experience in North Carolina
Raymond James & Associates
45yrs
Top 1% by experience in North Carolina
MML Investors Services
44yrs
Top 1% by experience at MML Investors Services
Commonwealth Financial Network
43yrs
Top 1% by experience in North Carolina