RBC Capital Markets
47yrs
Top advisor by experience in Orlando
15yrs
Danielle Guzman
Financial advisor at LPL Financial
Based in Orlando, Florida, Danielle Guzman is a fiduciary financial advisor with 15 years of industry experience. Danielle joined LPL Financial in 2011, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 56% of advisors in Orlando
Office13705 International Dr S, Orlando, FL 32821
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
- 2011 – nowLPL Financial LLCCurrent firm
Contact Danielle
13705 International Dr SOrlando, FL 32821Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Danielle
Tailored to Danielle’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 Danielle
How do I contact Danielle?
Call LPL Financial at (704) 733-3300 and ask for Danielle Guzman. Danielle works from the Orlando, FL office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2011, about 15 years. More experience than 56% of advisors in Orlando.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle 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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