Dennis Eugene Priest

Current Employers

Employment History

• 07/2008 → 07/2019
  Royal Alliance Associates, Inc.
  Newport Beach, CA
• 07/2008 → Present
  Benefit Funding Retirement Services, Llc
  Anaheim Hills, CA
• 07/2019 → Present
  Lpl Financial, Llc
  Anaheim, CA

Previous Registrations

• 2022-01-12 → 2024-08-01
  Benefit Funding Retirement Services, Llc
  Anaheim Hills, CA
• 2018-01-18 → 2021-12-31
  Benefit Funding Retirement Services, Llc
  Anaheim Hills, CA
• 2008-07-11 → 2019-07-17
  Osaic Wealth, Inc.
  Irvine, CA
  Anaheim, CA
• 2008-10-21 → 2017-12-31
  Benefit Funding Retirement Services, Llc
  Anaheim Hills, CA
• 1998-10-05 → 2008-07-02
  Cetera Wealth Services, Llc
  Irvine, CA
  Irvine, CA
  Ahaheim Hills, CA
  Newport Beach, CA
• 2007-05-10 → 2008-03-20
  Benefit Financial Services Group
  Irvine, CA
• 2005-01-13 → 2007-06-01
  Benefit Funding Services Group
  Irvine, CA

Other Businesses

1)01/2008 - DBA for LPL Business (entity for LPL business) - BENEFIT FUNDING RETIREMENT SERVICES - 90% - INVESTMENT RELATED - ANAHEIM, CA 2)01/1986 - Non-Variable Insurance - DENNIS PRIEST - 2% - INVESTMENT RELATED - ANAHEIM, CA 92807 3) 7/17/2019 - Benefit Funding Retirement Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 1/2008 - 10 Hours Per Month - Time Spent 10% - I provide financial planning and consulting services through Benefit Funding Retirement Services, LLC, an independent investment advisor firm. I started this business activity in 7/2019. I expect to spend approx. 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-13
• S63 Uniform Securities Agent State Law Examination
  1984-02-27

Other Names

• Dennis Priest