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Dennis Alan Densmore

Destination Wealth Management

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About Dennis Alan Densmore

Dennis Alan Densmore is a registered investment advisor representative with Destination Wealth Management. Dennis has been with Destination Wealth Management since March of 2000 and has over 20 years of experience in the financial services industry. Dennis is licensed to provide advisory services in California. Dennis has passed the Series 63, 65, 24, 7 and 2 exams. Dennis holds a Series 65 license and is currently registered to provide investment advisory services in California.

Firm Information

Dennis Densmore is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Densmore’s Registration & Firm History

CA

11/19/1996 - Present

Destination Wealth Management (WALNUT CREEK CA)

MO

08/15/1996 - 11/29/2000

JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)

GA

09/29/1993 - 08/28/1996

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/09/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/12/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 09/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Alan Densmore.
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