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Dennis Liddle

24 Years of Experience
Barberton, OH
Broker

Dennis Liddle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Barberton, OH, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

527 W. Lake Avenue, Barberton, OH, 44203

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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 Activities

Dennis is a committee member for the Barberton Community Foundation, dedicating a few hours per week to the Finance, Investment, and Economic Development committees. He is also the owner/president of DGL Financial Services LLC, but spends minimal time on this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Raymond James Financial Services
November 2002 - January 2009 · 6 yrs 2 mos
State Registrations14 states
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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.