Daniel Dhillon, CFP® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor for more than 14 years. Through LPL Financial, Daniel is able to offer access to a full range of investment and insurance products that may assist with each credit union member’s individual financial needs.
Daniel obtained the Certified Financial Planner™ designation in addition to the Series 7, Series 63 and Series 65 securities registrations held through LPL Financial. Daniel is licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. California Insurance License #0F09895.
Daniel specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Golden 1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and insurance offered through LPL or its affiliates are: