Holley Dean, financial advisor Savannah GA
93 score

Holley Dean

CRD Number: 1025324
Current Firm: Stifel, Nicolaus & Company, Incorporated

Holley Dean (CRD# 1025324) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 34 years of experience in the finance industry.

Similar Advisors
Josh McIntosh, financial advisor Savannah GA
Josh N. McIntosh
CRD# 5876408
Trimaran Capital
Score
98
Similar Advisors
Scott Alexander, financial advisor Savannah GA
Scott K. Alexander
CRD# 1954894
Synovus Securities, Inc.
Score
96
Similar Advisors
Mark Allen, financial advisor Savannah GA
Mark I. Allen
CRD# 2410852
Minis & Company
Score
96
Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Savannah, GA Jul 2015 - Current 1
Stifel, Nicolaus & Company, Incorporated Savannah, GA Jul 2015 - Current 1
Sterne, Agee & Leach, Inc. Savannah, GA Oct 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Holley K. Dean
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Holley Dean and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.