Daniel Wright Harris
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Wright Harris is an investment adviser representative with LPL Financial LLC in Avon Lake, OH, where they have been registered since 2024. They have worked in the securities industry since 2016 and were previously registered with KEY Investment Services LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
2 states and territories
Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Citizens Securities, IncJun 2019 – Nov 2019Canton, MA
- Citizens BankJun 2019 – Nov 2019North Ridgeville, OH
- Hobby lobbyOct 2014 – Dec 2016Medina, OH
- Allstate Insurance CoDec 2016 – May 2019Bay Village, OH
- Key Investment ServicesDec 2019 – Apr 2022Columbus, OH
- KeyBankDec 2019 – Apr 2022Akron, OH
- KEY Investment Services LLCApr 2022 – Sep 2024Brooklyn, OH
- KeybankApr 2022 – Sep 2024Akron, OH
- Northwest Investment ServicesOct 2024 – no end date reportedAvon Lake, OH
- LPL Financial LLCOct 2024 – no end date reportedAvon Lake, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Wright Harris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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