T. Rowe Price Advisory Services
37yrs
Top advisor for experience in Charlestown
9yrs
Dennis Michael Sexton
Financial advisor at LPL Financial
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office149 13th St., Charlestown, MA 02138
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Jun 2025 – nowLPL Financial LLCCurrent firm
- Apr 2025 – Jun 2025Cuso Financial Services, L.P.Previously
- 2018 – 2024Tiaa-Cref Individual & Institutional Services, LLCPreviously
Questions to ask Dennis
Tailored to Dennis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Dennis
How do I contact Dennis?
Call LPL Financial at 704-733-3300 and ask for Dennis Michael Sexton. Dennis works from the Charlestown, MA office.
How long has Dennis been a financial advisor?
Dennis has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Dennis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Dennis a fiduciary?
Dennis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dennis paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dennis for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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