Deborah Lorraine Daniels

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

• 06/2005 → 04/2023
  World Financial Group, Inc.
  Eugene, OR
• 06/2002 → Present
  David & Deb Daniels
  Oakridge, OR
• 01/2012 → 04/2023
  Transamerica Financial Advisors, Inc
  Eugene, OR
• 02/2012 → Present
  Heartland Institute Of Financial Education
  Oakridge, OR
• 05/2011 → Present
  2Nd Saturday Eugene
  Eugene, OR
• 06/2017 → Present
  Aflac
  Springfield, OR
• 01/2019 → Present
  Netlaw
  Louisville, KY
• 04/2019 → Present
  Oregon Notary Public
  Oakridge, OR
• 04/2020 → 04/2023
  Transamerica Financial Educators Academy Tfa Financial Literacy
  Eugene, OR
• 04/2023 → Present
  Lpl Financial Llc
  Oakridge, OR

Previous Registrations

• 2012-01-06 → 2023-04-18
  Transamerica Financial Advisors, Llc
  Eugene, OR
  Portland, OR
  Eugene, OR
• 2009-11-05 → 2012-01-06
  Investment Advisors International, Inc.
  Portland, OR

Other Businesses

1) 04/2023 - Rental Property - Real Estate Rental - Inv. Related - 47628 School St Oakridge OR 97463 - Owner - Start Date 06/01/2002 - 2hrs/month 2) 04/2023 - Notary - Inv. related - Oakridge OR - Notary - Start Date 04/01/2019 - 3hrs/month 3) 04/2023 - All-Around Investments & Asset Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 4) 04/2023 - Heartland Financial Institute - Other - Non-inv. Related - Oakridge OR - Educator - Start Date 02/01/2012 - 3hrs/month 5) 04/2023 - Divorce Resource - Other - Non-inv. Related - Eugene, OR - Educator - Start Date 05/01/2011 - 4hrs/month 6) 04/2023 - Aflac - Non-Variable Insurance - Inv. Related - Oakridge, OR - Agent Selling Disability Insurance- Start Date 06/01/2017 - 3hrs/month 7) 04/2023 - Net Law - Other - Inv. Related - Oakridge, OR - Purchaser/Reseller- Start Date 01/01/2019 - 6hrs/month 8) 05/22/2023 - Precision Senior Marketing LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Representative - Start Date 05/22/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 9) 06/16/2023 - AmeriLife - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/12/2023 - 6 Hours Per Month/ 6 Hours During Securities Trading 10) 08/31/2023 - Crump - Non-Variable Insurance - Representative/ Agent - Investment Related - At Reported Business Location(s) - Start Date 08/23/2023 - 3 Hours Per Month/ 3 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-21
• S63 Uniform Securities Agent State Law Examination
  2005-12-28

Other Names

• Deborah Lorraine Pearson
• Deborah Lorraine Williams
• Deborah Lorraine Surcamp
• Deborah Daniels