Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
New
Daniel Griffith
Financial advisor at LPL Financial
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office343 East SIX Forks Rd Suite 100, Raleigh, NC 27609
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- May 2026 – Jul 2026Osaic Wealth, Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call LPL Financial at 704-733-3300 and ask for Daniel Griffith. Daniel works from the Raleigh, NC office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Mar 2026, and holds 1 license.
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 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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