Dean Crouthamel, financial advisor Skippack PA
81 score

Dean Crouthamel

CRD Number: 1142135
Current Firm: Lincoln Financial Securities Corporation

Dean Crouthamel (CRD# 1142135) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Skippack, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Skippack, PA Jul 2008 - Current 8
Drc Financial Services Inc. Skippack, PA Jan 1998 - Current 18
Dean Crouthamel (self Employed) Lansdale, PA Sep 1983 - Current 33
Jefferson Pilot Securities Corporation Skippack, PA Nov 1988 - Jul 2008 19
Total Life Planning Corp. Harleysville, PA Mar 1985 - Jun 2007 22
Wes King Harleysville, PA Mar 1985 - Jun 2007 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Dean R. Crouthamel
Phone Number: 800-258-3648
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
81

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