Dennis Rose (CRD# 1884227) is an Investment Advisor Representative working at Lincoln Investment in Lexington, OH and has over 27 years of experience in the finance industry.
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
CRD# 6166902
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Railcrew Xpress | Lenexa, KS | Sep 2014 - Current | 9 |
| Lincoln Investment | Lexington, OH | Jun 2012 - Current | 11 |
| Capital Analysts, Incorporated | Cleveland, OH | Mar 1995 - Current | 29 |
| Royalton Financial Group | Cleveland, OH | Oct 1975 - Current | 48 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV
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