Daniel Lindquist
Portefeuillebeheerder-Aandelen bij LPL Financial LLC
Profiel
Daniel Joel Lindquist is currently a Wealth Advisor at LPL Financial LLC.
Prior to this, he worked as an Associate Analyst at First Trust Portfolios LP from 2016 to 2019.
He completed his undergraduate degree at Taylor University in 2016.
Actieve functies van Daniel Lindquist
| Bedrijven | Functie | Begin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-08-2020 |
Eerdere bekende functies van Daniel Lindquist
| Bedrijven | Functie | Einde |
|---|---|---|
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Corporate Officer/Principal | 01-03-2019 |
Opleiding van Daniel Lindquist
| Taylor University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
First Trust Portfolios LP
First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Finance |
