Dean Dillenberg (CRD# 6195527) is an Investment Advisor Representative working at 49 Financial in El Segundo, CA and has over 7 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis, MN | Jan 2024 - Current | < 1 |
| 49 Wealth Management LLC | Austin, TX | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2019 - Jan 2024 | 4 |
| Thrivent Advisor Network, LLC | Manhattan Beach, CA | Jun 2020 - Dec 2022 | 2 |
| Axa Advisors, LLC | New York, NY | Jul 2016 - Oct 2019 | 3 |
| Myspot Apparel | St. Louis, MO | Aug 2013 - Oct 2018 | 5 |
| Texas Christian University | Fort Worth, TX | Aug 2012 - May 2016 | 3 |
| Securities America Inc. | Calabasas, CA | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management566MILLIONS
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Total Number of Accounts3,364ACCOUNTS
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Average Account Value$168,317
- 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)
AR, CA, FL, GA, MN, NC, TX
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