Daniel Joseph Ward

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 07/2008 → 08/2024
  Lincoln Financial Securities Corporation
  Wexford, PA
• 08/2024 → Present
  Lpl Financial
  Wexford, PA

Previous Registrations

• 2019-02-07 → 2024-08-05
  Osaic Fs, Inc.
  Wexford, PA
  Wexford, PA

Other Businesses

1 - 06/17/2024 - BCR FINANCIAL SERVICES, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 06/17/2024 - Daniel Ward - Non-Variable Insurance - Inv Related - 1 Hour/Month - PA 14106 - OBA Start Date: 10/02/2017. 3 - 06/17/2024 - Ward Wealth Stewardship - Business Entity For Tax/Investment Purposes Only - Not Inv Related - PA 15090 - OBA Start Date: 01/02/2016. 4) 03/10/2025 - BCR Financial Services, LLC - Registered Investment Advisor - Investment Related -At Reported Business Location(s) - Start Date:11/26/2004 - 4 Hrs/Mth - 1 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 11/2004. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-10-13