Spencer DeanCRD Number: 5369457
Current Firm: First Citizens Investor Services, Inc.
Spencer Dean (CRD# 5369457) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|First Citizens Investor Services||Raleigh, NC||Apr 2016 - Current||1|
|First Citizens Bank||Atlanta, GA||Apr 2016 - Current||1|
|Pnc Funds Distributor, LLC||Atlanta, GA||Jan 2014 - Apr 2016||2|
|Pnc Capital Advisors, LLC||Atlanta, GA||Jun 2013 - Apr 2016||2|
|Pnc Bank||Atlanta, GA||Jun 2012 - Apr 2016||3|
|Regions Financial Corporation||Atlanta, GA||Sep 2010 - Apr 2012||1|
|Nylife Securities LLC||Atlanta, GA||Sep 2007 - Aug 2010||2|
|New York Life||Atlanta, GA||Jun 2007 - Aug 2010||3|
|Garrison Furniture||Canton, GA||Jun 2005 - Jun 2007||2|
|Kennesaw State University||Kennesaw, GA||Sep 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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