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Daniel R

Series 63, Series 65

Baton Rouge, LA

LPL Financial

Daniel Robinson is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Chase Investment Services Corporation and Banc One Securities Corporation before joining LPL Financial in 2008. Outside of advising, he provides tax preparation services on a limited basis and serves on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, combining model portfolio options with customized strategies and supporting tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael M

Series 63, Series 65

Baton Rouge, LA

LPL Financial

Michael Mayeux is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, following prior roles at Capital One Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Keri D

Series 63

Baton Rouge, LA

LPL Financial

Keri Daniel is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and having 31 years of industry experience. She has worked at LPL Financial since 2012, following prior roles at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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