Raymond James & Associates
46yrs
Top advisor by experience in St. Louis
3yrs
Daniel Grace
Financial advisor at LPL Enterprise
Daniel Grace is a fiduciary financial advisor in St. Louis, Missouri, with 3 years in the industry. Daniel joined LPL Enterprise in 2024, after a year at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office625 Maryville Centre Dr. Suite 150, St. Louis, MO 63141
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Apr 2024 – Nov 2024Pruco Securities, LLC.Previously
Contact Daniel
625 Maryville Centre Dr. Suite 150St. Louis, MO 63141Office · 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.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Grace. Daniel works from the St. Louis, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
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 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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