Monica Daggs

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

• 02/2005 → 07/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2019 → 05/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2019 → 05/2022
  Cetera Advisors Llc
  Denver, CA
• 07/2019 → 05/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2019 → 05/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2019 → 12/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 07/2019 → 05/2022
  Cetera Investment Services Llc
  Saint Cloud, MN
• 11/2022 → Present
  Lpl Financial Llc
  Clive, IA
• 06/2022 → 10/2022
  Unemployed
  Clive, IA

Previous Registrations

• 2019-09-11 → 2022-05-12
  Cetera Wealth Services, Llc
  West Des Moines, IA
• 2005-02-07 → 2019-07-23
  Cuso Financial Services, L.P.
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2001-05-29 → 2005-01-21
  Lpl Financial Llc
  San Diego, CA

Other Businesses

1. 11/29/2022 - Selman Family Trust - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Sole Trustee - Start Date - 11.05.2020 - 1 Hours Per Month 2. 11/29/2022 - CDM Coaching, LLC - Not Investment Related - Home Based - Other - Business Owner - Owner - Start Date - 01.01.2022 - 5 Hours Per Month 3. 01/11/2024 - Iowa Orchard - Non-Inv Related - Urbandale, IA - Outside/W-2 Employment - Baker - Started: 10/14/2023 - 48 Hrs/Mo; 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-21

Other Names

• Monica Carol Selman
• Monica Carol Selman Daggs