Ronald Dean (CRD# 2963769) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bridgeport, WV and has over 24 years of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 5081352
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dean Wealth Management, LLC | Charleston, WV | Jan 2023 - Current | 1 |
| Mvb Bank | Bridgeport, WV | Feb 2017 - Current | 7 |
| Mvb Wealth Management Solutions | Bridgeport, WV | Feb 2017 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Bridgeport, WV | Dec 2013 - Current | 10 |
| Raymond James Financial Services Inc. | Bridgeport, WV | Nov 2013 - Current | 10 |
| Peoples Bank | Gallipolis, OH | Nov 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- WV
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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