DD
DD

D. Denning

21 Years of Experience
Rexburg, ID
BrokerSells Insurance

D. Denning is a registered investment advisor at LPL Financial LLC, based in Rexburg, ID, with 21 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

1087 Erikson Drive, Rexburg, ID, 83440

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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

D. operates under the DBA Beehive Investments and Insurance for his LPL business. D. also sells fixed annuities, dedicating minimal time to this activity, and is the Chief Strategy Officer for Beehive Federal Credit Union, spending about 10% of his time on this role.

Employment History
Current Registrations
LPL Financial LLC
November 2009 - Present · 16 yrs 6 mos
LPL Financial LLC
July 2009 - Present · 16 yrs 10 mos
LPL Financial LLCBroker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Edward JonesBroker
October 2004 - July 2009 · 4 yrs 9 mos
State Registrations24 states
AKAZCACOFLGAHIIAIDINKSLAMIMTNENVOHORTXUTVAWAWIWY
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.