Daniel Bezanson

LPl Financial LLC

Gilmanton Iron Works, NH

Gilmanton Iron Works, NH

CRD 4914708

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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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2024-12-04
TX	RA	APPROVED	2024-12-04

NH RA
APPROVED

Since 2024-12-04
TX RA
APPROVED

Since 2024-12-04

Branch Locations

Gilmanton Iron Works, NH • United States

Gilmanton Iron Works, NH • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Securities Corporation	Philadelphia	PA	05/2015	05/2024
Lincoln Financial Advisors Corporation	Hartford	CT	06/2019	05/2024
Lpl Financial Llc	Fort Mill	SC	05/2024	Present

05/2015 → 05/2024

Lincoln Financial Securities Corporation

Philadelphia, PA
06/2019 → 05/2024

Lincoln Financial Advisors Corporation

Hartford, CT
05/2024 → Present

Lpl Financial Llc

Fort Mill, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-03
S63	Uniform Securities Agent State Law Examination	2011-03-04

S66 Uniform Combined State Law Examination

2024-12-03
S63 Uniform Securities Agent State Law Examination

2011-03-04

Other Names

Daniel Weare Bezanson
Daniel W Bezanson

View on SEC IAPD

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