Daniel L. Livingston

Founder

Dan is a graduate of the Certified Financial Planner's Board of Standards Program at Florida State University's Center for Professional Development. He was conferred with the CFP® designation in 2007 and has been in the financial planning industry since 1997.

With LPL Financial, Dan holds the following registrations: Financial Industry Regulatory Authority's Series 65 - Investment Advisor Representative license and the Series 7 - General Securities Representative registration, and the FINRA Series 24 - Registered Principal license, which enables him to supervise our firm's investment and sales activities. As a member of the Financial Planning Association (FPA), he stays current with industry trends and legislative rulings and enjoys sharing his financial planning insights with his valued clients.

Away from the office, Dan has been actively involved in our local community throughout his career.  He is a past member of the Wicomico Rotary Club, the Tidal Health Foundation, the Village of Hope, the Mid-Shore YMCA, Junior Achievement of the Eastern Shore, and the Ward Museum of Wildfowl Art.

As an avid woodworker, he can be found most weekends in his workshop. Dan is internationally recognized as an accomplished woodturner and is featured on the YouTube channel Livingston Brothers Woodcraft and other publications. Most of his wood art is donated to local charity auctions throughout his home region. A grandfather of three, he resides with his wife Lyn in both Salisbury, Maryland and Lupton, Michigan.