Dennis Silva, financial advisor Medford OR

Dennis Silva

CRD Number: 4249892
Current Firm: Lpl Financial LLC

Dennis Silva (CRD# 4249892) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Medford, OR Mar 2015 - Current 9
American West Bank Medford, OR Mar 2015 - Current 9
Cetera Investment Advisers LLC Grants Pass, OR Jan 2014 - Mar 2015 1
Cetera Investment Services LLC St. Cloud, MN Oct 2007 - Mar 2015 7
Bank Of The Cascades Grants Pass, OR Oct 2007 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Dennis M. Silva
Phone Number: 704-733-3300
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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