Daniel James Charuhas

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

• 04/2015 → 09/2016
  Hear Usa
  Lake Oswego, OR
• 08/2015 → 07/2021
  Waddell & Reed, Inc.
  Portland, OR
• 10/2019 → 07/2021
  Various Insurance Carriers For W&R Ins Agencies
  Milwaukie, OR
• 07/2020 → 07/2021
  Doug Irish Inc
  Portland, OR
• 07/2021 → Present
  Lpl Financial Llc
  Portland, OR

Previous Registrations

• 2017-07-28 → 2021-07-21
  Waddell & Reed
  Seattle, WA
  Portland, OR

Other Businesses

1. 7/2021 - Non-Variable Insurance - Daniel Charuhas - Investment Related - Portland, OR 97232 2. 12/28/2021 - Irish and Charuhas Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2020 - 160 Hours Per Month/4 Hours During Securities Trading. 3. 12/31/2021 - Irish & Charuhas LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2020 - 160 Hours Per Month/4 Hours During Securities Trading. 4. 08/02/2022 - Crump Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 05/02/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 09/15/2022 - Lombo Bardi Productions - Not Investment Related - 1123 SW Yamhill St Portland, OR 97205 - Outside/W-2 Employment - Actor - Start Date - 08/13/2022 - 14 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-05-17