Alexa DeanCRD Number: 5344627
Current Firm: The Huntington Investment Company
Alexa Dean (CRD# 5344627) is an Investment Advisor Representative working at The Huntington Investment Company in Columbus, OH and has over 5 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|The Huntington Investment Company||Columbus, OH||Sep 2007 - Current||9|
|Jpmorgan Chase||Columbus, OH||May 2007 - Sep 2007||< 1|
|Chase Investment Services Corp||Columbus, OH||May 2007 - Sep 2007||< 1|
|Sky Bank||Westerville, OH||Jul 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- 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)
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