Daniel Jacob Tamburello

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

• 06/2004 → 05/2020
  New York Life Insurance Company
  Montgomery, AL
• 04/2005 → 07/2019
  Nylife Distributors Llc
  Alabaster, AL
• 05/2026 → Present
  Lpl Financial
  Birmingham, AL
• 05/2026 → Present
  America'S First Federal Cu
  Birmingham, AL
• 06/2019 → 05/2020
  Nylife Securities Llc
  Montgomery, AL
• 06/2009 → 05/2020
  Eagle Strategies Llc
  Alabaster, AL
• 05/2020 → 09/2020
  Massmutual Life Insurance Co
  Vestavia, AL
• 05/2020 → 09/2020
  Mml Investors Services Llc
  Vestavia, AL
• 03/2021 → 06/2021
  The Prudential Insurance Company Of America
  Birmingham, AL
• 03/2021 → 06/2021
  Pruco Securities
  Birmingham, AL
• 09/2020 → 02/2021
  Facet Wealth
  Baltimore, MD
• 07/2021 → 05/2026
  Fidelity Investments
  Birmingham, AL
• 03/2025 → 05/2026
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-31 → 2026-05-28
  Strategic Advisers Llc
  Alabaster, AL
  Birmingham, AL
  Boston, MA
• 2021-08-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Birmingham, AL
• 2021-03-24 → 2021-07-12
  Pruco Securities, Llc.
  Metairie, LA
  Birmingham, AL
• 2020-05-28 → 2020-10-01
  Mml Investors Services, Llc
  Vestavia, AL
• 2009-07-06 → 2020-06-08
  Eagle Strategies Llc
  New York, NY
  Alabaster, AL

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name AmFirst Financial - Inv Rel - At Reported Business Location (s) - Start Date : 052026

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-29
• S63 Uniform Securities Agent State Law Examination
  2000-06-05

Designations

• Certified Financial Planner