Danny Buchanan

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

• 07/2019 → 01/2024
  Edward Jones
  St Louis, MO
• 04/2017 → 06/2019
  Buchanan Tax Services
  Stone Mountain, GA
• 02/2011 → 04/2018
  General Electric
  Atlanta, GA
• 01/2024 → Present
  Lpl Financial
  Stone Mountain, GA
• 01/2024 → Present
  Buchanan Tax Services
  Stone Mountain, GA

Previous Registrations

• 2019-10-02 → 2024-01-22
  Edward Jones
  St Louis, MO
  Atlanta, GA
  Conyers, GA
  Lilburn, GA
  Atlanta, GA

Other Businesses

1)01/02/2024 - Ora Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 160 Hr/Mth 2)01/02/2024 - Buchanan Tax Services Inc - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 30 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Other Names

• Danny Buchanan
• Dan Buchanan