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Daniel Richard Lamacchia

WORTHINGTON FINANCIAL PARTNERS LLC·WORTHINGTON, Ohio
Clean recordWORTHINGTON FINANCIAL PARTNERS LLC
57 EAST WILSON BRIDGE ROAD, WORTHINGTON, OH 43085CRD# 1253052Firm CRD# 312951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Richard Lamacchia · WORTHINGTON, OH
Registration
CRD #1253052 · WORTHINGTON FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Richard Lamacchia is a registered financial advisor based in WORTHINGTON, Ohio, affiliated with WORTHINGTON FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WORTHINGTON FINANCIAL PARTNERS LLC
WORTHINGTON WEALTH MANAGEMENT
AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WORTHINGTON FINANCIAL PARTNERS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1253052
Firm CRD# 312951
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Richard Lamacchia offer?
Daniel Richard Lamacchia specializes in Investment Management, Fee-Only Advisory. Contact their office in WORTHINGTON, Ohio for a consultation.
What are Daniel Richard Lamacchia's credentials?
Daniel Richard Lamacchia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Richard Lamacchia located?
Daniel Richard Lamacchia is based in WORTHINGTON, Ohio, working with WORTHINGTON FINANCIAL PARTNERS LLC. Their office serves clients in the WORTHINGTON metropolitan area and surrounding communities.
How does Daniel Richard Lamacchia charge for services?
Daniel Richard Lamacchia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORTHINGTON FINANCIAL PARTNERS LLC?
WORTHINGTON FINANCIAL PARTNERS LLC has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WORTHINGTON FINANCIAL PARTNERS LLC

Marni-Lee Dye
WORTHINGTON, OH
John Michael Kennedy
WORTHINGTON, OH

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Nearby cities in Ohio
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Research
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