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Daniel Richard Lamacchia

WORTHINGTON FINANCIAL PARTNERS LLC·WORTHINGTON, Ohio
SIE, Series 7, Series 9, Series 10, Series 24, Series 63CFPClean record26 years registeredWORTHINGTON 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

WORTHINGTON WEALTH MANAGEMENT
Apr 2021 – present
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
Mar 2012 – May 2021
COLUMBUS, OH
WELLS FARGO ADVISORS, LLC
Jan 2008 – Mar 2012
DUBLIN, OH
A. G. EDWARDS & SONS, INC.
Jan 2000 – Jan 2008
DUBLIN, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 63
Registration record
First registered · January 1, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WORTHINGTON FINANCIAL PARTNERS LLC
CRD 312951 · SEC 801-120511
AUM
$101M
Regulatory assets under management
Employees
6
285 client accounts
Services offered by WORTHINGTON FINANCIAL PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WORTHINGTON FINANCIAL PARTNERS LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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