Denis Cyr is a registered investment advisor at LPL Financial LLC, based in Peoria, IL, with 29 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
2405 W. Cornerstone Court, Peoria, IL, 61614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Denis operates under two DBAs for his LPL business: Cyr Financial Group and Cyr-Woertz Financial Group. He also owns Cyr Real Estate, a rental property, and serves as a Peoria City Councilman, dedicating about a quarter of his time. Finally, Denis is a notary in Illinois, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 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.