Austin Dean (CRD# 5886688) is an Investment Advisor Representative working at Waystone Advisors LLC in Redmond, WA and has over 11 years of experience in the finance industry. Austin Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waystone Advisors LLC | Redmond, WA | Jan 2024 - Current | < 1 |
| Lion Street Financial, LLC | Redmond, WA | Apr 2022 - Current | 2 |
| Lion Street Advisors, LLC | Redmond, WA | Apr 2022 - Current | 2 |
| Dean Family Real Estate LLC | Redmond, WA | Dec 2021 - Current | 2 |
| Guide Advisors, Inc. | Bothell, WA | Jan 2021 - Current | 3 |
| Guide Advisors, Inc. | Bothell, WA | Dec 2020 - Current | 3 |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell, WA | Apr 2020 - Current | 4 |
| Austin Dean, Sole Proprietor Dba Dean Advisory Group | Bothell, WA | Apr 2020 - Dec 2020 | < 1 |
| Hornor, Townsend & Kent, LLC | Horsham, PA | Apr 2014 - Apr 2020 | 6 |
| Penn Mutual Life Ins Co | Horsham, PA | Jul 2012 - Apr 2020 | 7 |
| Hornor Townsend & Kent Inc. | Horsham, PA | May 2012 - Apr 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- WA
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Total Assets Under Management111MILLIONS
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Total Number of Accounts538ACCOUNTS
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Average Account Value$206,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, LA, TX, WA
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