Daniel Eric Strayer

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

• 08/2011 → 06/2017
  Raymond James Financial Services, Inc.
  Greensboro, NC
• 08/2011 → 06/2017
  Dries Poland Insurance, Inc.
  Greensboro, NC
• 03/2012 → 06/2017
  Kingdom Vision Financial, Inc. Dba Dries Poland Insurance
  Greensboro, NC
• 04/2013 → 06/2017
  Raymond James Financial Services Advisors Inc.
  Greensboro, NC
• 08/1999 → 06/2017
  Beacon Capital Advisors
  Greensboro, NC
• 06/2017 → Present
  Lpl Financial, Llc
  Greensboro, NC

Previous Registrations

• 2013-04-16 → 2017-06-15
  Raymond James Financial Services Advisors, Inc
  Greensboro, NC

Other Businesses

1.06/14/2017 - AIR FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ GREENSBORO, NC

Exams

• S66 Uniform Combined State Law Examination
  2013-03-30

Other Names

• Dan Strayer