Strategic Advisers
20yrs
Top advisor by experience in Epping
17yrs
Daniel Lord
Financial advisor at TD Private Client Wealth
Daniel Lord is a fiduciary financial advisor in Epping, New Hampshire, with 17 years in the industry. After three years at Strategic Advisers, Daniel joined TD Private Client Wealth in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 7 advisors with offices in Epping, and one of 7 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 71% of advisors in Epping
Office16 Fresh River Road, Epping, NH 03042
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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 – nowTD Private Client Wealth LLCCurrent firm
- 2010 – 2013Strategic Advisers LLCPreviously
Contact Daniel
(877) 703-9896Firm headquarters in New York, NY. Ask for Daniel. 16 Fresh River RoadEpping, NH 03042Office · Get directions
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call TD Private Client Wealth at (877) 703-9896 and ask for Daniel Lord. Daniel works from the Epping, NH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 71% of advisors in Epping.
What licenses does Daniel hold?
Series 63, Series 65, 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?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. 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
Wealth Enhancement Advisory Services
17yrs
More experience than 57% of advisors in Epping
State Farm Investment Management
14yrs
More experience than 54% of advisors at State Farm Investment Management
Edward Jones
12yrs
More experience than 56% of advisors at Edward Jones
Strategic Advisers
5yrs
5 years in the industry
Edward Jones
3yrs
3 years in the industry