Unclaimed Profile

Dennis Frank Rose

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65, Series 66Clean record20 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1261573Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Frank Rose · TEMECULA, CA

Registration

CRD #1261573 · THE PLANNERS NETWORK, INC. · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2017 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2005 – Nov 2017

SHERMAN OAKS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Series 66

Registration record

First registered · November 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Dennis Frank Rose offer?

Dennis Frank Rose specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Dennis Frank Rose's credentials?

Dennis Frank Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Frank Rose located?

Dennis Frank Rose is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Dennis Frank Rose charge for services?

Dennis Frank Rose's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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