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Walter Royal Mcdaniel

LPl Financial LLC

Norfolk, VA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-12-17
  • VA RA
    APPROVED
    Since 2019-12-17

Branch Locations

400 N Center Dr Ste 102, Norfolk, VA 23502-0002 • 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
Walter Mcdaniel Norfolk VA 07/2004 Present
Hd Vest Financial Services Norfolk VA 08/2014 12/2019
Hd Vest Advisory Services Norfolk VA 08/2014 12/2019
Hd Vest Insurance Services Norfolk VA 08/2014 12/2019
Old Dominion University Norfolk VA 01/2001 Present
Mcdaniel Tax And Financial Consultants, Inc. Norfolk VA 01/2017 Present
Lpl Financial, Llc Norfolk VA 12/2019 Present
  • 07/2004 → Present
    Walter Mcdaniel
    Norfolk, VA
  • 08/2014 → 12/2019
    Hd Vest Financial Services
    Norfolk, VA
  • 08/2014 → 12/2019
    Hd Vest Advisory Services
    Norfolk, VA
  • 08/2014 → 12/2019
    Hd Vest Insurance Services
    Norfolk, VA
  • 01/2001 → Present
    Old Dominion University
    Norfolk, VA
  • 01/2017 → Present
    Mcdaniel Tax And Financial Consultants, Inc.
    Norfolk, VA
  • 12/2019 → Present
    Norfolk, VA
Previous Registrations
  • 2014-08-15 → 2019-12-18
    Avantax Advisory Services
    Chesapeake, VA
  • 2004-07-19 → 2014-08-26
    Next Financial Group, Inc.
    Norfolk, VA
  • 2000-12-01 → 2004-07-29
    Hampton , VA
Other Businesses

1. 12/17/2019 - TEACHING AT OLD DOMINION UNIVERSITY/ OTHER/ INVESTMENT RELATED/ 0%/ NORFOLK, VA 2. 12/17/2019 - MCDANIEL TAX AND FINANCIAL CONSULTANTS, INC./ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ NORFOLK, VA 3. 4/29/2020 - McDaniel Tax and Financial Consultants, Inc. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Enrolled Agent - Started 12/18/2019 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-16
S63 Uniform Securities Agent State Law Examination 1984-08-17
  • S65 Uniform Investment Adviser Law Examination
    1997-06-16
  • S63 Uniform Securities Agent State Law Examination
    1984-08-17
Designations
Other Names
  • Walt Mcdaniel
  • Walter Royal Mcdaniel

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