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 10 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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