Danielle Lyons

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

• 12/2013 → 09/2025
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 01/2016 → 09/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 01/2016 → 09/2025
  Jpmorgan Chase Bank, Na.
  San Francisco, CA
• 09/2025 → Present
  Lpl Financial Llc
  San Francisco, CA

Previous Registrations

• 2016-01-06 → 2025-09-16
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2013-12-20 → 2016-01-28
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 2010-02-19 → 2013-05-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2005-08-15 → 2010-03-02
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
• 2002-07-23 → 2003-11-10
  Lpl Financial Llc
  Middletown, NJ

Other Businesses

1. 07/2025 - Navesink Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At reported business location(s) - OBA Start Date: 9/15/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-24
• S63 Uniform Securities Agent State Law Examination
  1994-12-15

Other Names

• Danielle Anne Graham
• Danielle Anne Graham
• Danielle Anne Lyons
• Danielle Graham Lyons