Dennis Priest
Dennis Priest is a registered investment advisor at LPL Financial LLC, based in Fontana, CA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9389 Cherry Ave, Fontana, CA, 92335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis operates under the DBA Benefit Funding Retirement Services for his LPL business since 2008. He also sells non-variable insurance under the name Dennis Priest since 1986, and dedicates a few hours per week to providing financial planning and consulting services through Benefit Funding Retirement Services, LLC, an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Benefit Funding Retirement Services, LLC
LPL Financial LLC
Benefit Funding Retirement Services, LLC
Benefit Funding Retirement Services, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Benefit Funding Services Group
Benefit Funding Services Group
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Painewebber IncorporatedBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.