Dennis George Scharf
Investment adviser representative at LPL Financial LLC
46 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
46 years in the industry.
- LPL Financial LLCOct 2022 to now
- Scharf Tax ServiceMar 1980 to now
- Joann H Smith Interim TrustJun 2017 to Oct 2022
- Fiduciary TrustAug 2014 to Oct 2022
- Avantax Advisory ServicesOct 1996 to Oct 2022
- Avantax Investment Services, Inc.Oct 1994 to Oct 2022
- Frahcs IncAug 1985 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2279514
- Firm CRD
- 6413