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Daniel L
Series 63, Series 66, Series 65
Epping, NH
TD private Client Wealth LLC
Daniel Lord is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Fidelity Investments for 10 years before joining TD Bank and its affiliate TD Private Client Wealth LLC, where he has been since 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.
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