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Henry Dembowski

30 Years of Experience
Milton, MA
BrokerSells Insurance

Henry Dembowski is a registered investment advisor at LPL Financial LLC, based in Milton, MA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Milton, MA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Henry is an insurance agent for multiple companies, including Commonwealth Annuity & Life Ins. Co., Ohio State Life Insurance Company, and Ibexis Life & Annuity Ins. Co., dedicating minimal time to each. He also serves as a director for Northeast Football Operations and a football coach at Milton High School, spending a few hours per week and about 10-20% of his time, respectively.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
April 2005 - February 2018 · 12 yrs 10 mos
Invest Financial CorporationBroker
April 2005 - February 2018 · 12 yrs 10 mos
Lincoln Financial Advisors Corporation
December 2003 - April 2005 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
November 2003 - April 2005 · 1 yr 5 mos
The Lincoln National Life Insurance CompanyBroker
November 2003 - April 2005 · 1 yr 5 mos
Veravest Investment Advisors, INC.
August 2001 - December 2003 · 2 yrs 4 mos
Veravest Investments, INC.Broker
May 2001 - December 2003 · 2 yrs 7 mos
Equity Services, INC.Broker
June 1995 - April 2001 · 5 yrs 10 mos
State Registrations15 states
CACTGAMAMENCNHNJNYORPARISCVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Henry Dembowski - Financial Advisor | TrueAdvisor