Dena Izumigawa is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Rafael, CA, 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
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
100 Smith Ranch Rd Ste 107, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dena operates under the DBA Scarbrough Financial Group, LLC for her LPL business since 2012. She also has a business entity, Zen Planning Inc, for tax/investment purposes, dedicating about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations7 states
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