Morgan Stanley
47yrs
Top advisor by experience in Oxnard
13yrs
Daniel Herrera
Financial advisor at LPL Financial
Daniel Herrera has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Oxnard, California. Daniel has been with LPL Financial since 2025; before that, Daniel spent two years at Cuso Financial Services and six years at Wescom Financial Services. 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 93 advisors with offices in Oxnard, and one of 83 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office1660 E. Gonzales Rd, Oxnard, CA 93036
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.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2023 – 2025Cuso Financial Services, L.P.Previously
- 2016 – 2023Wescom Financial ServicesPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 1660 E. Gonzales RdOxnard, CA 93036Office · 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 Herrera. Daniel works from the Oxnard, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Daniel hold?
Series 63, 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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