Dennis Horr
Dennis Horr is a registered investment advisor at LPL Financial LLC, based in Loveland, OH, 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
6281 Tri-Ridge Blvd. Suite 100, Loveland, OH, 45140-8320
Get directionsHistory
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 is a member of 401K And Benefit Strategies LLC, set up for tax purposes, and a managing member of Faith 401K and Money Management, LLC, a pass-through entity for his financial services business. Dennis also sells life insurance and serves on the board of directors for River Hills Christian Church, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Faith Financial Advisors, INC.
The Financial Network Group, LTD
Osaic Wealth, INC.Broker
Wma Securities, INC.Broker
G. R. Phelps & CO., INC.Broker
Mony Securities CORP.Broker
State Registrations20 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.