Daniel Ignatius Webster

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → 12/2020
  H. Beck, Inc.
  Rockville, MD
• 12/2020 → Present
  Prudential Insurance Company Of America
  Forest Hill, MD
• 12/2020 → 11/2024
  Pruco Securities, Llc.
  Forest Hill, MD
• 09/1993 → Present
  Agk Insurance Agency Inc
  Forest Hill, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Forest Hill, MD

Previous Registrations

• 2021-01-06 → 2024-11-14
  Pruco Securities, Llc.
  Forest Hill, MD
  North Bethesda, MD
  Hunt Valley, MD
  Forest Hill, MD
• 2003-06-09 → 2020-12-31
  Grove Point Investments, Llc
  Bel Air, MD
  Bel Air, MD

Other Businesses

1) 03/07/2025- A.G.K. Insurance Agency, Inc.- Non-Variable Insurance/Insurance Agency- CareFirst Blue Cross Blue Shield, Kelly & Associates Insurance Group, AllState Medicare Supplement, Ameritas Dental, Corporate Coverage- inv. related- at Forest Hill, MD- start date 08/17/1988- 10hrs/mnth-5hrs during trading 2) 03/10/2025- St. Ignatius Church Hickory- Outside/W-2 Employment- not inv. related- at Forest Hill, MD- start date 09/30/2023- 0hrs/mnth-0hrs during trading 3) 10/30/2025-AGK Financial Services-Principal-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 11/01/2024-150hrs/mth-7hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-19
• S63 Uniform Securities Agent State Law Examination
  1995-09-27

Other Names

• Thomas Webster
• Daniel I Webster
• Daniel Ignatius Thomas Webster