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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)42 years in industry

WALTER ROYAL MCDANIEL

Advisor at LPL FINANCIAL LLC

NORFOLK, VA

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Search this name across graphsid dfx:ria:4dfe7a89-9b22-b5be-c459-a983db156515

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 17, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 17, 1984
First registration: Dec 1, 2000
Dual registered: yes, broker-dealer
Other names: WALT MCDANIEL|WALTER ROYAL MCDANIEL
IAPD individual key: 1137760

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 17, 2019	n/a	yes	NORFOLK, VA	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Aug 15, 2014	Dec 18, 2019	no	CHESAPEAKE, VA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jul 19, 2004	Aug 26, 2014	no	NORFOLK, VA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 1, 2000	Jul 29, 2004	no	HAMPTON , VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	LPL FINANCIAL LLC	Dec 18, 2019	Dec 17, 2019	-1	Firm change	Ibd to ibd
NEXT FINANCIAL GROUP, INC.	AVANTAX ADVISORY SERVICES	Aug 26, 2014	Aug 15, 2014	-11	Firm change	Other
EQUITABLE ADVISORS, LLC	NEXT FINANCIAL GROUP, INC.	Jul 29, 2004	Jul 19, 2004	-10	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Dec 17, 2019 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Aug 15, 2014 to Dec 18, 2019factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jul 19, 2004 to Aug 26, 2014factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2000 to Jul 29, 2004factForm ADV

Dated events

No dated event names this entity yet.