Stephen Dennis, financial advisor Mount Vernon OH

Stephen Dennis

CRD Number: 4453049
Current Firm: Lincoln Douglas Investments, LLC

Stephen Dennis (CRD# 4453049) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Douglas Investments, LLC Mt. Vernon, OH Jul 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
Contact Info for Stephen C. Dennis
Phone Number: 740-397-1397
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $308,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, OH

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