Dennis Beasley (CRD# 5566438) is an Investment Advisor Representative working at Dlb Wealth Advisors LLC in East Northport, NY and has over 15 years of experience in the finance industry. Dennis Beasley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dlb Wealth Advisors LLC | East Northport, NY | Jul 2008 - Current | 15 |
| Beasley Tax & Financial Advisors LLC | East Northport, NY | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- NY
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Total Assets Under Management16MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$587,028
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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