Dean Roland Russell, LLC

Dean Roland Russell, LLC (CRD# 109480) is a financial advisory firm headquartered in San Diego, CA. They manage $288,496,337 in 561 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16880 West Bernardo Drive, Suite 170, San Diego, CA 92127
http://www.drrwealth.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $514,254
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
Types of Clients
Registered States
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 Dean, financial advisor San Diego CA
Mary K. Dean
CRD#: 1847373
10815 Rancho Bernardo Road, Suite 230, San Diego, CA 92127

Mary Dean (CRD# 1847373) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 27 years of experience in the finance industry.

2
Marc Roland, financial advisor San Diego CA
Marc R. Roland
CRD#: 4156680
16880 West Bernardo Drive, Suite 170, San Diego, CA 92127

Marc Roland (CRD# 4156680) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

3
Andrew Russell, financial advisor San Diego CA
Andrew C. Russell
CRD#: 4046929
16880 West Bernardo Drive, Suite 170, San Diego, CA 92127

Andrew Russell (CRD# 4046929) is an Investment Advisor Representative working at Dean Roland Russell, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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