LPL Financial
47yrs
Top advisor by experience in Winter Park
16yrs
Daniel Luber has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Winter Park, Florida. Daniel has been with LPL Financial since 2021; before that, Daniel spent eight years at Level Four Advisory Services and two years at New England Securities. 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 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Florida
OfficeWinter Park, FL
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
- 2021 – nowLPL Financial LLCCurrent firm
- 2014 – 2021Level Four Advisory ServicesPreviously
- 2011 – 2013New England SecuritiesPreviously
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 Luber. Daniel works from the Winter Park, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Florida.
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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