Dennis Cordova is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Warwick, NY, with 18 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
20 Spring Street, Suite 1A, Warwick, NY, 10990
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dennis owns and manages rental properties in Matamoras, PA, since 2008, dedicating minimal time. He also owns rental property at 49 Highland Rd in Glen Rock, NJ, since 2021, dedicating minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Biondo Asset Management LLCBroker
Echotrade LLCBroker
Biondo Asset Management LLCBroker
Biondo Asset Management LLCBroker
Biondo Asset Management LLCBroker
State Registrations8 states
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
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