Daniel Carroll
Financial advisor at LPL Financial
Daniel Carroll is a fiduciary financial advisor in Orland Park, Illinois, with 15 years in the industry. After less than a year at Thrivent Investment Management and less than a year 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.
One of 225 advisors with offices in Orland Park, and one of 221 fiduciaries.
At a glance
Services through LPL Financial
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
- Jan 2025 – nowLPL Financial LLCCurrent firm
- Sep 2014 – Jan 2015Thrivent Investment Management Inc.Previously
- Aug 2013 – Feb 2014Wells Fargo Clearing Services, LLCPreviously
- Jan 2012 – May 2013MSI Financial Services, Inc.Previously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. Orland Park, ILOffice · Get directions Facebook pageLPL FinancialIs 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?
- 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
About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Carroll. Daniel works from the Orland Park, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. 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.