Dean Cushing (CRD# 7739244) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Lewisville, TX | Jun 2023 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Jun 2023 - Current | < 1 |
| Ruffalo Noel Levitz LLC | Raleigh, NC | Apr 2023 - Jun 2023 | < 1 |
| North Carolina State University | Raleigh, NC | Aug 2019 - May 2023 | 3 |
| Unemployed | Matthews, NC | Oct 2021 - Mar 2023 | 1 |
| Ruffalo Noel Levitz LLC | Raleigh, NC | May 2021 - Sep 2021 | < 1 |
| Unemployed | Matthews, NC | May 2019 - Apr 2021 | 1 |
| Porter Ridge High School | Indian Trail, NC | Aug 2015 - Aug 2019 | 4 |
| Emerald Lake Golf Course | Matthews, NC | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | Matthews, NC | Sep 2018 - Oct 2018 | < 1 |
| Charlotte Knights | Charlotte, NC | Apr 2017 - Aug 2018 | 1 |
| Unemployed | Matthews, NC | Jun 2013 - Apr 2017 | 3 |
| Porter Ridge Middle School | Indian Trail, NC | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.