Robert Deane, financial advisor New Orleans LA
98 score

Robert Deane

CRD Number: 4608402
Current Firm: Deane Retirement Strategies, Inc.
Compensation Model: Fee Only

We are fee-only Retirement Specialists integrating retirement financial planning with astute investment management and retirement income management for over 40 years in greater New Orleans and south Louisiana.

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Company Name Location Dates Years
Deane Retirement Strategies, Inc. New Orleans, LA Mar 1993 - Current 23
Chaffee, Mccall, Phillips, Toler, And Sarpy New Orleans, LA Mar 1959 - Current 57
Raymond James Financial Services New Orleans, LA Nov 2002 - Aug 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Robert B. Deane
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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