Daniel Xavier Namey

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

• 02/2003 → Present
  Namey Financial Group Inc.
  Jacksonville, FL
• 01/2010 → 11/2019
  H. Beck, Inc.
  Rockville, MD
• 11/2019 → Present
  Lpl Financial Llc
  Jacksonville, FL

Previous Registrations

• 2010-01-22 → 2019-12-13
  Grove Point Investments, Llc
  Jacksonville, FL
  Jacksonville, FL
• 2003-04-07 → 2009-12-31
  Fsc Securities Corporation
  Jacksonville, FL
• 1994-07-29 → 2003-02-26
  Osaic Fa, Inc.
  Jacksonville, FL

Other Businesses

1) 11/26/19- Namey Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Jacksonville, FL- start date 2/21/2003- 100% 2) 09/29/2025-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/08/2022- 15 Hours Per Month- 15 Hours During Trading 3) 11/03/2025 - Namey Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/08/2022 - 15 Hrs/Month During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-01

Other Names

• Daniel Xavier Namey