Daniel Seitz
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hope, AR 71802
Credentials
Series 66
Industry experience
6 years
About
Daniel Seitz is a financial advisor with LPL Financial in Hope, Arkansas, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cadence Bank, Edward Jones, Bank of America, Merrill, and Seitz & Roebuck LLC. Before entering financial services, he operated DJ's PC's for over a decade. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
200 South Elm
Hope, AR 71802
Most active in
Daniel S has reported serving >5 clients in these states in the last 12 months.
Arkansas · Missouri · Texas
Work history
Cadence Bank
2024 - Present (2 years)
Lpl Financial
2024 - Present (2 years)
Edward Jones
2020 - 2024 (4 years)
BANK of AMERICA, N.A.
2019 - 2020 (1 year)
Merrill
2019 - 2020 (1 year)
Seitz & Roebuck LLC
2018 - 2019 (1 year)
DJ's PC's
2005 - 2018 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Steven M
CFP®, Series 66
Hope, AR
Edward Jones
Steven Mullins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Hope, Arkansas. Outside of his advisory role, Mullins serves as a Deacon and Trustee at First Baptist Church in Hope, where he participates in guiding church activities and approving budgets. Edward Jones is a full-service wealth management firm with a nationwide network of over 23,700 financial advisors serving individual and institutional clients. The firm offers a broad range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.
Joshua J
Series 66
Hope, AR
Edward Jones
Joshua Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Twila C
Series 66
Hope, AR
Edward Jones
Twila Corbin is a financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmer's Bank and Trust from 2014 to 2017 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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