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Daniel A Huegi

LPl Financial LLC

Sacramento, CA

Sacramento, CA

Rancho Cordova, CA

Sacramento, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-28
CA RA APPROVED 2015-04-01
  • TX RA
    APPROVED_RES
    Since 2026-01-28
  • CA RA
    APPROVED
    Since 2015-04-01

Branch Locations

1326 Broadway, Sacramento, CA 95818 • United States

2360 Stockton Blvd, Sacramento, CA 95817 • United States

11099 Olson Dr Ste 3, Rancho Cordova, CA 95670 • United States

2018 Sutterville Rd Ste 112, Sacramento, CA 95822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Golden 1 Credit Union Sacramento CA 08/2008 Present
Lpl Financial Sacramento CA 11/2014 Present
  • 08/2008 → Present
    The Golden 1 Credit Union
    Sacramento, CA
  • 11/2014 → Present
    Lpl Financial
    Sacramento, CA
Other Businesses

1. 12/01/2014-GOLDEN 1 INVESTMENT SERVICES/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/SACRAMENTO,CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-01
  • S66 Uniform Combined State Law Examination
    2015-04-01
Other Names
  • Daniel A Huegi

View on SEC IAPD

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MARINER

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Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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