Ryan Dean (CRD# 7609207) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has 1 year of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kimery Wealth Management | Memphis, TN | Jan 2022 - Current | 2 |
| Sherman Williams | Memphis, TN | Dec 2020 - Jan 2022 | 1 |
| University Of Memphis | Memphis, TN | Aug 2018 - Dec 2021 | 3 |
| Strategic Financial Partners | Memphis, TN | Jun 2021 - Jul 2021 | < 1 |
| Tiger Scholarship Fund Intern | Memphis, TN | Aug 2018 - Apr 2019 | < 1 |
| Christian Brothers High School | Memphis, TN | Aug 2015 - May 2018 | 2 |
| Holy Rosary Middle School | Memphis, TN | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TN
-
Total Assets Under Management329MILLIONS
-
Total Number of Accounts1,468ACCOUNTS
-
Average Account Value$224,114
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, GA, LA, MS, NC, NY, OH, TN, TX
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