Joshua Dean, financial advisor Waynesboro VA

Joshua Dean

CRD Number: 6305688
Current Firm: Ameriprise Financial Services, LLC

Joshua Dean (CRD# 6305688) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesboro, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Waynesboro, VA Mar 2020 - Current 4
Ameriprise Financial Services Inc. Harrisonburg, VA Nov 2017 - Current 6
Lpl Financial LLC Harrisonburg, VA Feb 2014 - Nov 2017 3
Stratos Wealth Partners, Ltd Harrisonburg, VA Feb 2014 - Nov 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Joshua M. Dean
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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