H Daniel Lovelace

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

• 02/2007 → 07/2025
  Next Financial Group, Inc.
  New Braunfels, TX
• 07/2025 → Present
  Lpl Financial Llc
  New Braunfels, TX

Previous Registrations

• 2007-02-14 → 2025-07-10
  Next Financial Group, Inc.
  New Braunfels, TX
  Bandera, TX
  New Braunsfels, TX
  Houston, TX
  New Braunfels, TX
  New Braunfels, TX
  Buda, TX
• 2001-04-12 → 2007-02-02
  Investment Professionals, Inc.
  San Antonio, TX
  San Antonio, TX

Other Businesses

1 - 07/2025 - H. Daniel Lovelace Insurance - Non-Variable Insurance - Not Inv Related - 5 Hours/Month - 1 Hour During Trading - New Braunfels, TX - OBA Start Date: 02/01/2007. 2 - 07/2025 - HDL Consulting LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3 - 07/2025 - Lovelace Financial Services, LLC. - DBA for LPL Business (entity for LPL business) - Inv Related - 200 Hours/Month - 150 Hours During Trading - At reported business location(s). 4 - 07/2025 - H. Daniel Lovelace - Real Estate Rental - Inv Related - 2 Hours/Month - New Braunfels, TX - OBA Start Date: 01/05/2015.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-03

Other Names

• Horace Daniel Lovelace