Dean McDermott (CRD# 1731834) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 36 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcdermott Investment Services, LLC | Bethlehem, PA | May 2011 - Current | 13 |
| Mcdermott Investment Advisors, LLC | Bethlehem, PA | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
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- FL
- PA
- TX
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Total Assets Under Management228MILLIONS
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Total Number of Accounts701ACCOUNTS
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Average Account Value$324,711
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA
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