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Advisors / Illinois / Orland Park
15yrs

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.

Orland Park, ILFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience15 years (since 2012)
How that compares ?15 years in the industry
OfficeOrland Park, IL
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2025 – now
    LPL Financial LLCCurrent firm
  2. Sep 2014 – Jan 2015
  3. Aug 2013 – Feb 2014
  4. Jan 2012 – May 2013
    MSI Financial Services, Inc.Previously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 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.

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