Dean Mourfield (CRD# 1894183) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel, IN and has over 35 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Carmel, IN | Jul 2021 - Current | 2 |
| Artisan Wealth Strategies LLC | Carmel, IN | May 2021 - Jul 2021 | < 1 |
| Various Insurance Carriers | Zionsville, IN | Mar 1989 - Jul 2021 | 32 |
| Waddell & Reed, Inc. | Carmel, IN | Oct 1988 - Jul 2021 | 32 |
| Dba Group LLC | Indianapolis, IN | May 2020 - May 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- FL
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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