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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Oakridge, OR
LPL Financial
Institution
Deborah Daniels is a financial advisor with LPL Financial in Oakridge, Oregon, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles with Transamerica Financial Advisors and educational positions at the Heartland Institute of Financial Education and Divorce Resource. She is also a licensed Oregon notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, third-party asset management, and customized investment strategies, supported by a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Oakridge, OR
Oakridge OR
Advisors at this office
1
Oregon · Texas
20 years of industry experience
LPL Financial
2023 - Present • 3 years
Oakridge, OR
Transamerica Financial Educators Academy TFA Financial Literacy
2020 - 2023 • 3 years
Eugene, OR
Oregon Notary Public
2019 - Present • 7 years
Oakridge, OR
NetLaw
2019 - Present • 7 years
Louisville, KY
AFlac
2017 - Present • 9 years
Springfield, OR
Heartland institute of financial education
2012 - Present • 14 years
Oakridge, OR
Transamerica Financial Advisors, Inc
2012 - 2023 • 11 years
Eugene, OR
2nd Saturday Eugene
2011 - Present • 15 years
Eugene, OR
World Financial Group, Inc.
2005 - 2023 • 18 years
Eugene, OR
David & Deb Daniels
2002 - Present • 24 years
Oakridge, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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