Sarah Owens Denley
Investment adviser representative at LPL Financial LLC
23 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
23 years in the industry.
- Cadence BankApr 2024 to now
- LPL Financial LLCApr 2024 to now
- Mwa Financial ServicesSep 2023 to Mar 2024
- Modern Woodmen of AmericaJun 2023 to Mar 2024
- Bank of KilmichaelJul 2021 to Jun 2023
- Schmidt's and Jiggle'sAug 2020 to Jul 2021
- Jeffery's GiftsNov 2018 to Aug 2020
- Northeast Mississippi Community CollegeJun 2018 to Nov 2018
- Bowles Garage and HondaAug 2015 to May 2018
- Calhoun County School DistrictAug 2003 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 7807988
- Firm CRD
- 6413