Daniel Coffman Hostetler

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

• 02/2009 → 09/2021
  Fsc Securities Corporation
  Mt Pleasant, PA
• 01/1987 → Present
  Professional Money Management, Llc
  Mt Pleasant, PA
• 09/2021 → Present
  Lpl Financial, Llc
  Mount Pleasant, PA

Previous Registrations

• 2009-02-27 → 2021-10-15
  Fsc Securities Corporation
  Mount Pleasant, PA
• 2007-08-24 → 2009-02-27
  Advantage Capital Corporation
  Mt Pleasant, PA

Other Businesses

1) 7/1990 - DBA for LPL Business (entity for LPL business) - Professional Money Management LLC - Investment Related - 89% - Mount Pleasant, PA 15666 2) 1/1987 - Non-Variable Insurance - Daniel Hostetler - Investment Related - 5% - Mount Pleasant, PA 15666

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-24
• S63 Uniform Securities Agent State Law Examination
  1986-07-08

Designations

• Certified Financial Planner