Daniela Alejandra Lalama Fortier

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

• 10/2025 → Present
  Lpl Financial
  Plattsburg, NY
• 10/2025 → Present
  Donlan Wealth Management
  Plattsburg, NY
• 06/2024 → 05/2025
  Trust Company Of Vermont
  Colchester, VT
• 01/2023 → 06/2024
  First Trust Company
  Rapid City, SD
• 06/2020 → 01/2023
  Bergan Kdv
  Rapid City, SD
• 05/2018 → 06/2020
  Western Dakota Insurers
  Rapid City, SD
• 03/2015 → 05/2018
  National American University
  Rapid City, SD
• 01/2025 → Present
  Shelburne Bank
  Shelburne, VT

Other Businesses

1)11/14/2025 - Donlan Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/14/2025 - The Residence at Shelburne Bay - Receptionist - Shelburne, VT - Start: 01/2025 - 8 Hr/Mth 3)11/14/2025 - Daniela Fortier - Real Estate Rental - Rapid City, SD - Start: 06/2024 - 8 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23

Other Names

• Daniela Alejandra Lalama Del Salto