Dan Wakin is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-15 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2025-02-04 | 2025-05-15 | — |
| INCOME ADVISORS, LLC | 2024-07-16 | 2024-12-31 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2012-05-30 | 2022-07-20 | — |
| BROYHILL ASSET MANAGEMENT, LLC | 2008-08-27 | 2012-03-08 | — |
| BROYHILL ASSET MANAGEMENT, LLC | 2005-01-10 | 2006-12-31 | — |