Dennis Ulrich, financial advisor Edwardsville IL
93 score

Dennis Ulrich

CRD Number: 4498860
Current Firm: Lpl Financial LLC

Dennis Ulrich (CRD# 4498860) is an Investment Advisor Representative working at Lpl Financial LLC in Edwardsville, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco/private Ledger Corp Edwardsville, IL Jan 2002 - Current 14
Scheffel & Company Edwardsville, IL Sep 1977 - Current 39
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Dennis E. Ulrich
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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