Osaic Wealth
32yrs
Top advisor by experience in Holly Springs
18yrs
Daniel Arney
Financial advisor at LPL Financial
Daniel Arney is a fiduciary financial advisor in Holly Springs, North Carolina, with 18 years in the industry. After five years at Edward Jones, Daniel joined LPL Financial in 2013, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Holly Springs, and one of 32 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors in Holly Springs
Office105 Market Cross Ct, Holly Springs, NC 27540
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 66Uniform Combined State Law Examination
Career
- 2013 – nowLPL Financial LLCCurrent firm
- 2008 – 2013Edward JonesPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 105 Market Cross CtHolly Springs, NC 27540Office · Get directions Facebook pageLPL Financial
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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
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About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Arney. Daniel works from the Holly Springs, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 66% of advisors in Holly Springs.
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.
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