RD
CFP
RD
CFP

Robert Denton

20 Years of Experience
Inwood, WV
BrokerSells Insurance

Robert Denton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Inwood, WV, with 20 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

4325 Gerrardstown Rd, Inwood, WV, 25428

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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

Robert operates Robert C Denton and Associates as a DBA for his LPL business, spending nearly full-time on it. He also has an insurance agency and is involved in non-variable insurance sales through Robert C Denton and Associates and Smith Nadenbousch Insurance, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Scf Investment Advisors, INC.
January 2017 - August 2023 · 6 yrs 7 mos
Scf Securities, INC.Broker
December 2016 - August 2023 · 6 yrs 8 mos
Northwestern Mutual Investment Services,llc
May 2012 - December 2016 · 4 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2005 - December 2016 · 11 yrs 2 mos
State Registrations4 states
MDPAVAWV
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.