Denise Satterthwaite
Denise Satterthwaite is a CFP-designated registered investment advisor at LPL Financial LLC, based in Collegeville, PA, with 21 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
160 Hopwood Rd, Collegeville, PA, 19426
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Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Denise operates under the DBA Stone Bridge Financial Partners for her LPL business, dedicating nearly full-time hours to it. She also provides tax preparation and accounting services through Collegeville Tax Services LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
PFS Investments INC.Broker
State Registrations19 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.