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Dennis Blackwell

25 Years of Experience
Conroe, TX
BrokerSells Insurance

Dennis Blackwell is a registered investment advisor at LPL Financial LLC, based in Conroe, TX, with 25 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

Conroe, TX

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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

Dennis is an author, dedicating minimal time to this home-based, non-investment related activity since 2013. He also receives trails from non-variable insurance sales through Christian Concepts Investment Services, an entity from his early career as an insurance agent, but spends no time on it currently.

Employment History
Current Registrations
LPL Financial LLC
June 2016 - Present · 10 yrs 1 mo
LPL Financial LLCBroker
June 2002 - Present · 24 yrs 1 mo
LPL Financial LLC
June 2002 - Present · 24 yrs 1 mo
Previous Registrations
G. A. Repple & CompanyBroker
February 2001 - June 2002 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Dennis Blackwell - Financial Advisor | TrueAdvisor