Dean Specker, financial advisor Lakeway TX

Dean Specker

CRD Number: 6743740
Current Firm: Financial Gravity Family Office Services, LLC

Dean Specker (CRD# 6743740) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Financial Gravity Family Office Services, LLC Austin, TX Sep 2021 - Current < 1
Forta Financial Group, Inc. Greenwood Villiage, CO Sep 2020 - Current 1
Bernard Tax And Bookkeeping Warrensburg, MO Sep 2020 - Current 1
Jakcs LLC Odessa, MO Feb 2020 - Current 1
Bryan - Showers Agency, LLC Warresnsburg, MO Nov 2012 - Current 9
Fr Investments Inc Dba Central Financial Services Warrensburg, MO Jul 2011 - Current 10
Dean R. Specker, Cpa Warrensburg, MO Oct 2010 - Current 11
Onpointe Advisory And Financial Services, LLC Petuma, CA Jan 2017 - Mar 2018 1
B&s Financial LLC Warrensburg, MO Jan 2005 - Dec 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Dean R. Specker
Phone Number: 800-588-3893
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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