Brian Dean, financial advisor Morgantown WV

Brian Dean

CRD Number: 4199550
Current Firm: United Brokerage Services Inc.

Brian Dean (CRD# 4199550) is an Investment Advisor Representative working at United Brokerage Services Inc. in Morgantown, WV and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
United Brokerage Services Morgantown, WV Apr 2016 - Current 7
Wesbanco Bank Wheeling, WV Feb 2012 - Apr 2016 4
Wesbanco Securities Inc. Wheeling, WV Nov 2009 - Apr 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian P. Dean
Phone Number: 888-424-6158
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $240,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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