Dennis
Scharf
Lpl Financial LLC
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About this Advisor
Dennis Scharf is a financial advisor operating out of Saint Louis, Missouri with a total of 1 year of industry experience. Scharf is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at Scharf Tax Service, Frahcs Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Fiduciary Trust, Joann H Smith Interim Trust and Lpl Financial. Scharf has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Missouri. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets under management among its 1,688,501 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely are based on which services are provided. However, fees billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Dennis Scharf Work History
Dennis has been registered as a financial advisor for 1 years.*
Lpl Financial
Scharf Tax Service
Joann H Smith Interim Trust
Fiduciary Trust
Fiduciary Trust
Avantax Advisory Services
Avantax Investment Services, Inc
Frahcs Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Scharf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Newport Beach, CA
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
