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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Eugene Priest is an investment advisor representative with over 30 years of experience. Dennis has been registered with LPL Financial LLC since 2019. Prior to that, Dennis was with Royal Alliance Associates, Inc. Dennis is licensed in 27 states. Dennis specializes in investment management for individuals, businesses, and retirement planning. Dennis provides financial planning and consulting services through Benefit Funding Retirement Services, LLC, an independent investment advisor firm.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/30/2022 - Present
LPL Financial LLC (ANAHEIM CA)
CA
07/02/2008 - 07/17/2019
ROYAL ALLIANCE ASSOCIATES, INC. (ANAHEIM CA)
CA
05/26/1998 - 07/02/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (IRVINE CA)
AZ
08/22/1994 - 06/02/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
03/10/1994 - 09/06/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
02/15/1991 - 03/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/15/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
04/01/1986 - 03/04/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/01/1986 - 03/04/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/11/1983 - 04/09/1986
PAINEWEBBER INCORPORATED
NA
02/08/1983 - 11/30/1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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