Denny Totland
Denny Totland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, with 36 years of industry experience. Denny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
28 Leroy Pl, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
March 2001Other Business Activities
Denny is the Board President of The First Tee and a board member for CASA of Monmouth County, both non-profit organizations. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Hibbard Brown & CO., INC.Broker
First Montauk Securities CORP.Broker
State Registrations49 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.
Exams
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