Martin Dempsey
Martin Dempsey is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Paoli, PA, with 34 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
1500 Lancaster Avenue, Ste 102, Paoli, PA, 19301
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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
Martin is involved in non-variable insurance sales and fixed insurance products through Dempsey & Associates since 1999. He spends about 10-20% of his time on fixed insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sun Investment Services CompanyBroker
State Registrations21 states
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