Dean MayoCRD Number: 4570159
Current Firm: Prudential Financial Planning Services
Dean Mayo (CRD# 4570159) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indian Wells, CA and has over 14 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|California Health Benefit Exchange||Desert Hot Springs, CA||Oct 2013 - Current||3|
|Foretography||Indio, CA||Aug 2005 - Current||11|
|The Prudential Insurance Company Of America||Indian Wells, CA||Jul 2002 - Current||15|
|Pruco Securities,llc||Indian-wells, CA||Jul 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV