Kristi Denham is a registered investment advisor at LPL Financial LLC, based in Wylie, TX, with 9 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
105 W. Jefferson St. #200, Wylie, TX, 75098
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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 ActivitiesSells Insurance
Kristi has a DBA for her LPL business, Jal Dennis Group Investment Services, and a business entity for tax/investment purposes, Denham Properties, LLC. She also has a DBA for her LPL business, Inspired Wealth Management LLC, taking about half of her time, and is an agent for non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Dallas Securities, INC.
First Dallas Securities IncorporatedBroker
Hodges Capital Management INC
UBS Financial Services INC.Broker
State Registrations6 states
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