Dustin Defeo (CRD# 6596338) is an Investment Advisor Representative working at Prudential Financial Planning Services in Kill Devil Hills, NC and has over 8 years of experience in the finance industry.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Charlotte, NC | Aug 2019 - Current | 4 |
Prudential Insurance Company Of America | Charlotte, NC | Aug 2019 - Current | 4 |
Weatherly Insurance Agency | Kill Devil Hills, NC | Jun 2017 - Current | 6 |
Bad Bean Baja Grill | Kill Devil Hills, NC | Apr 2015 - Current | 9 |
Nationwide Securities LLC | Columbus, OH | Jun 2017 - Jul 2019 | 2 |
Nationwide Financial | Kill Devil Hills, NC | Jun 2017 - Jul 2019 | 2 |
Wells Fargo Clearing Services LLC | Devil Hills, NC | Nov 2016 - Apr 2017 | < 1 |
Wells Fargo Advisors LLC | Devil Hills, NC | Dec 2015 - Apr 2017 | 1 |
Wells Fargo Bank Na | Devil Hills, NC | Oct 2014 - Apr 2017 | 2 |
Mike Diannas Grill Room | Corolla, NC | Apr 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- NC
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Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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