Spencer Dean (CRD# 5369457) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Asset Management | Atlanta, GA | Dec 2016 - Current | 7 |
| First Citizens Investor Services | Raleigh, NC | Apr 2016 - Current | 8 |
| First Citizens Bank | Atlanta, GA | Apr 2016 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- GA
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,799ACCOUNTS
-
Average Account Value$290,710
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CT, GA, MA, NC, SC, TN, TX, VA
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