Sage Advisory Services
11yrs
11 years in the industry
13yrs
Daniel Linn
Financial advisor at LPL Enterprise
Daniel Linn is a fiduciary financial advisor in Allentown, New Jersey, with 13 years in the industry. After ten years at Pruco Securities, Daniel joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Allentown, and one of 3 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 55% of advisors at LPL Enterprise
Office3 S Main St., Allentown, NJ 08501
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2014 – 2024Pruco Securities, LLC.Previously
Contact Daniel
3 S Main St.Allentown, NJ 08501Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Enterprise · Fort Mill, SC Firm websitewww.lpl.com/lpl-enterprise.html
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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 Enterprise at (704) 733-3300 and ask for Daniel Linn. Daniel works from the Allentown, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. More experience than 55% of advisors at LPL Enterprise.
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 Enterprise 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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