Benjamin DeanCRD Number: 1985201
Current Firm: Swords Wealth Management, LLC
Benjamin Dean (CRD# 1985201) is an Investment Advisor Representative working at Swords Wealth Management, LLC in Lindale, TX and has over 32 years of experience in the finance industry. Benjamin Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
Securian Financial Services, Inc.
|Swords Wealth Management LLC||Lindale, TX||Sep 2014 - Current||7|
|Unemployed||Murphy, TX||Mar 2014 - Aug 2014||< 1|
|Concorde Investment Services LLC||Troy, MI||Feb 2014 - Mar 2014||< 1|
|Onyx Wealth Advisors, Inc.||Dallas, TX||Apr 2008 - Dec 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1991|
Total Assets Under Management51MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$131,474
- 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
- Selection of other advisers (including private fund managers)
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