Scotty DeanCRD Number: 4459542
Current Firm: Phillips Capital Advisors, Inc.
Scotty Dean (CRD# 4459542) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 14 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|T.s. Phillips Investments, Inc.||Oklahoma City, OK||Feb 2016 - Current||< 1|
|Edward Jones||St Louis, MO||Mar 2014 - Feb 2016||1|
|The Prudential Insurance Company Of America||Oklahoma City, OK||Sep 2012 - Jan 2014||1|
|Pruco Securities LLC||Oklahoma City, OK||Sep 2012 - Jan 2014||1|
|Mwa Financial Services Inc.||Rock Island, IL||Mar 2011 - Sep 2012||1|
|Modern Woodmen Of America||Rock Island, IL||Mar 2011 - Sep 2012||1|
|Stewardship Strategies||Oklahoma City, OK||Jan 2003 - Mar 2011||8|
|Mml Investors Services Inc.||Oklahoma City, OK||May 2010 - Jan 2011||< 1|
|Massmutual Life Insurance Company||Oklahoma City, OK||Apr 2010 - Jan 2011||< 1|
|Arvest Asset Management||Oklahoma City, OK||Mar 2007 - Feb 2010||2|
|Allstate Insurance Co||Oklahoma City, OK||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management292MILLIONS
Total Number of Accounts333ACCOUNTS
Average Account Value$876,191
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, NM, OK, TX
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