Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Sanford is an active Registered Representative and Investment Advisor Representative, associated with LPL Financial LLC. Dustin has been in the industry since September 2, 2020. He holds the Series 99TO and SIE licenses. His experience includes working with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. LPL Financial LLC is a large firm with over $50 billion in assets under management, serving a diverse clientele. The firm offers a variety of advisory services, including financial planning, portfolio management, and consulting.
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
05/20/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/12/2020 - 01/25/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 05/12/2020
Series 99TO - Operations Professional Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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