Dean Davis, financial advisor Plano TX
96 score

Dean Davis

CRD Number: 3088384
Current Firm: Marienplatz Wealth Management LLC

Dean Davis (CRD# 3088384) is an Investment Advisor Representative working at Marienplatz Wealth Management LLC in Plano, TX and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bank Of America, Na Dallas, TX Dec 2009 - Mar 2017 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Feb 2005 - Mar 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Dean R. Davis
Phone Number: 469-277-8639
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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