Dean Roland Russell, LLC

Dean Roland Russell, LLC (CRD# 109480) is a financial advisory firm headquartered in San Diego, CA. They manage $202,727,277 in 544 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $372,660
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dean Roland Russell, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mary K. Dean
CRD#: 1847373
16885 West Bernardo Drive, Suite 209, San Diego, CA 92127
96
Wealthminder
score

Mary Dean (CRD# 1847373) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 20 years of experience in the finance industry. Mary Dean 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.

2
Marc R. Roland
CRD#: 4156680
16885 West Bernardo Drive, Suite 209, San Diego, CA 92127
96
Wealthminder
score

Marc Roland (CRD# 4156680) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 16 years of experience in the finance industry. Marc Roland 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.

3
Andrew C. Russell
CRD#: 4046929
16885 West Bernardo Drive, Suite 209, San Diego, CA 92127
96
Wealthminder
score

Andrew Russell (CRD# 4046929) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 16 years of experience in the finance industry. Andrew Russell 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.

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