Dean Financial Advisory, LLC
Dean Financial Advisory, LLC (CRD# 152027) is a financial advisory firm headquartered in , . They manage $13,872,450 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$130,872
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Bussone (CRD# 2707545) is an Investment Advisor Representative working at Dean Financial Advisory, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry. Daniel Bussone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.