Daniel Blake Price

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

• 05/2011 → 02/2018
  Christ Covenant Church
  Baton Rouge, LA
• 01/2018 → 02/2018
  Raymond James Financial Services, Inc
  Baton Rouge, LA
• 02/2018 → 06/2019
  Raymond James Financial Services, Inc
  Baton Rouge, LA
• 06/2018 → 06/2019
  Raymond James Financial Services Advisors Inc.
  Baton Rouge, LA
• 06/2019 → 07/2020
  Mutual Securities, Inc.
  Camarillo, CA
• 06/2019 → 02/2020
  Mutual Advisors, Llc.
  Casper, WY
• 02/2020 → 07/2020
  Abel Hall, Llc
  Baton Rouge, LA
• 07/2020 → 03/2021
  Harbor Financial Services, Llc
  Mobile, AL
• 03/2021 → Present
  Lpl Financial Llc
  Baton Rouge, LA

Previous Registrations

• 2020-02-04 → 2021-03-11
  Abel Hall, Llc
  Baton Rouge, LA
• 2019-06-10 → 2020-02-03
  Mutual Advisors, Llc
  Baton Rouge, LA
• 2018-06-25 → 2019-06-10
  Raymond James Financial Services Advisors, Inc
  Baton Rouge, LA

Other Businesses

1) 3/2021- LDF Wealth Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Baton Rouge, LA- 170hrs/mth 2) 3/2021- Non-Variable Insurance- Daniel Blake Price- Agent selling Term Life Insurance/Long Term Disability, long-term care insurance- Inv. Related- Baton Rouge, LA- start date 9/1/2018- 5hrs/mth 3) 3/2021- Veritas Counseling Center- Non-Profit Board Member- Non-Inv. Related- Baton Rouge, LA- start date 9/1/2018- hrs/mth 4) 3/2021- Since We're On The Subject- Sports podcast- Non-Inv. Related- Baton Rouge, LA- start date 3/1/2020- 2hrs/mth 5) 06/04/2026 - Price Wealth LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Baton Rouge, LA - Start Date 05/28/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-06-21