Daniel Phares Gielow

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

• 08/2016 → 04/2018
  Incapital Llc
  Boca Raton, FL
• 10/2018 → Present
  Lpl Financial
  Crystal City, MO
• 04/2018 → 10/2018
  Unemployed
  Crystal City, MO

Other Businesses

1) 10/11/2018 - DBA for LPL Business (entity for LPL business) - Decision Wealth - 100% - Crystal City, MO 2) 10/11/2018 - Business Owner - Decision Coaching, LLC - 0% - 522 Inverrary Ct, Eureka, MO 63025

Exams

• S66 Uniform Combined State Law Examination
  2019-02-05
• S63 Uniform Securities Agent State Law Examination
  1992-12-16