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LPL Financial, Member FINRA/SIPC
- Finance
- Tulsa, OK
About this business
Location details
8516 E 101st St c, Tulsa, OK, 74133, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have worked with Dan and his team for the past 5+ years. He is an outstanding advisor, he communicates well, and I have found him to be honest and transparent. He has provided great counsel and advice on retirement planning and I feel comfortable that my hard earned savings are handled with attention and care.
I expressed to Dan that i did not want to lose any money. So a low safe risk. I trusted him to adhere to my wishes. He invested in two high risk non diversified funds and now i have lost almost half my Money in just a few months. The risk was high at the time of the investment last June. I would give him less than one star if i could. How about a red down arrow like the ones next to my investments at his hands?
Based my experience with Dan Withem dating back to approximately 2007 I cannot recommend his financial broker services related to the investing of retirement funds. Please understand I can only comment on his performance when handling my retirement account. This does not mean he hasn't provided excellent financial management services to other clients or won't do so in the future. In my case I moved approximately $35,000 from a previous employer retirement account based on his recommendation into a program he called Tactiacal... read more
Frequently asked questions about LPL Financial, Member FINRA/SIPC
How is LPL Financial, Member FINRA/SIPC rated?
LPL Financial, Member FINRA/SIPC has a 2 star rating with 4 reviews.
When is LPL Financial, Member FINRA/SIPC open?
LPL Financial, Member FINRA/SIPC is closed now. It will open at 9:00 a.m.
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