AeroLeads people directory · profile

Robert Daniels Email & Phone Number

Retirements Specialist at LPL Financial at LPL Financial

Location: Charlotte Metro, United States 4 work roles 1 school

1 work email found @lpl.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

LPL Financial

Role

Retirements Specialist at LPL Financial

Location

Charlotte Metro, United States

Company size

7900 employees

Who is Robert Daniels? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Robert Daniels is listed as Retirements Specialist at LPL Financial at LPL Financial, a with 7900 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Robert Daniels.

Robert Daniels previously worked as Retirements Specialist at Lpl Financial and Loan Servicing Specialist at Wells Fargo. Robert Daniels holds Bachelor'S Of Science, Business Administration from Claflin University.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Robert Daniels's masked contact details.

{first}.{last}@lpl.com

89% confidence

AeroLeads found 1 current-domain work email signal for Robert Daniels. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Robert Daniels

Robert Daniels is a Retirements Specialist at LPL Financial at LPL Financial.

Current workplace

Robert Daniels's current company

Company context helps verify the profile and gives searchers a useful next step.

Lpl Financial

Retirements Specialist at LPL Financial

san diego, california, united states

Website

lpl.com

Employees

7900

AeroLeads page

Company profile

View company profile Email format

4 roles

Robert Daniels work experience

A career timeline built from the work history available for this profile.

Retirements Specialist

Current

Lpl Financial

Sep 2017 - Present

Loan Servicing Specialist

Wells Fargo

Charlotte, North Carolina Area

Conducted loan reviews to analyze problems and recommend solutions to cure delinquency.Created permanent loan modification documents for borrowers after completion of 90- day trialplans.Verified and examined information and accuracy of loan application and legal documents for loanmodifications.Served as subject matter expert for team.

Jun 2016 - Jun 2017

Phone Banker

Wells Fargo

Columbia, South Carolina Area

Initiated sales and cross sell complete banking services to present and prospective customers.Maintained well developed professional knowledge of entire product and service line.Attained and consistently exceeded sales goals established by management.

Jan 2015 - Jun 2015

Communications And Sales Representative

Dial America

Sold various types of insurance policies to businesses and individuals on behalf of insurancecompanies and obtained details of customer complaints.Conferred with customers by telephone to provide information about products or services.Determined charges for services requested, collected deposits and payments, and arranged forbilling.

Apr 2010 - Jul 2013

Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

LP

Lexi Parrish Colleague at Lpl FinancialPhoenix, Arizona, United States View → JN

Jessica Nugent Colleague at Lpl FinancialCharlotte Metro, United States View → KS

Kolanda Scott Colleague at Lpl FinancialCharlotte, North Carolina, United States View → BM

Brian Moquin Colleague at Lpl FinancialCharlotte Metro, United States View → GK

Griffin Korner, Cpa Colleague at Lpl FinancialCharlotte Metro, United States View → JS

Jay Schulman, Chfc, Clu Colleague at Lpl FinancialGreater Cleveland, United States View → DD

Donna Davidson Colleague at Lpl FinancialKingsport, Tennessee, United States View → JC

John C. Colleague at Lpl FinancialSan Diego, California, United States View → AL

Athena Lim Crotty, Crps® Colleague at Lpl FinancialSan Marcos, California, United States View → TG

Tara Gilchrist Colleague at Lpl FinancialSan Diego, California, United States View →

1 education record

Robert Daniels education

Claflin University

Business Administration

FAQ

Frequently asked questions about Robert Daniels

Quick answers generated from the profile data available on this page.

What company does Robert Daniels work for?

Robert Daniels works for LPL Financial.

What is Robert Daniels's role at LPL Financial?

Robert Daniels is listed as Retirements Specialist at LPL Financial at LPL Financial.

What is Robert Daniels's email address?

AeroLeads has found 1 work email signal at @lpl.com for Robert Daniels at LPL Financial.

Where is Robert Daniels based?

Robert Daniels is based in Charlotte Metro, United States while working with LPL Financial.

What companies has Robert Daniels worked for?

Robert Daniels has worked for Lpl Financial, Wells Fargo, and Dial America.

Who are Robert Daniels's colleagues at LPL Financial?

Robert Daniels's colleagues at LPL Financial include Lexi Parrish, Jessica Nugent, Kolanda Scott, Brian Moquin, and Griffin Korner, Cpa.

How can I contact Robert Daniels?

You can use AeroLeads to view verified contact signals for Robert Daniels at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Robert Daniels attend?

Robert Daniels holds Bachelor'S Of Science, Business Administration from Claflin University.

Security Check