Business UpdateJun 17, 2026, 08:56 AM
LPL Financial Adds Daniel Zacharias with $250M in Assets
AI Summary
LPL Financial announced that financial advisor Daniel Zacharias has joined its broker-dealer and Registered Investment Advisor platform, aligning with Decorum Wealth Management. Zacharias, who previously served approximately $250 million in client assets at UBS Financial Services, brings nearly two decades of industry experience. He chose LPL for the opportunity to operate with greater independence while benefiting from the firm's resources, technology, and support.
Key Highlights
- Financial advisor Daniel Zacharias joined LPL Financial's platform.
- He brings approximately $250 million in advisory, brokerage, and retirement plan assets.
- Zacharias previously served clients at UBS Financial Services.
- He aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm.
- Zacharias has nearly 20 years of experience in financial services.
- He chose LPL for its supported independence model, resources, and technology.
Price Impact
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