Daniel Bussone (CRD# 2707545) is an Investment Advisor Representative working at Dean Financial Advisory, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry. Daniel Bussone 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# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dean Financial Advisory, LLC | Cincinnati, OH | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
- OH
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$332,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OH, TX
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