Dean Paone (CRD# 2195943) is an Investment Advisor Representative working at Paone Advisors, LLC in Charleston, SC and has over 14 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Univest Home Loans | Sea Grit, NJ | Feb 2022 - Current | 2 |
| Paone Advisors, LLC | Sea Girt, NJ | Mar 2010 - Current | 14 |
| Santander Bank | Toms River, NJ | Feb 2018 - Jan 2022 | 3 |
| Caliber Home Loans | Shrewsbury, NJ | Apr 2015 - Feb 2018 | 2 |
| Manasquan Savings Bank | Wall Township, NJ | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
AZ, NJ, SC
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