Denise Plankenhorn is a registered investment advisor at LPL Financial LLC, based in Williamsport, PA, 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
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
101 West 3rd St., Williamsport, PA, 17701
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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.
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Denise co-owns Chris & Denise Plankenhorn, a rental property/second home, and manages the rental calendar, dedicating minimal time. She is also associated with M&T Financial Services and co-owns Christopher & Denise Plankenhorn, a real estate rental business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.Broker
M&t Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
M&t Securities, INC.
M&t Securities, INC.Broker
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
First Union Brokerage Services, INC.Broker
First Clearing CorporationBroker
Meridian Securities, INC.Broker
State Registrations1 state
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.