Dean SpeckerCRD Number: 6743740
Current Firm: Financial Gravity Family Office Services, LLC
Dean Specker (CRD# 6743740) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Financial Gravity Family Office Services, LLC||Austin, TX||Sep 2021 - Current||< 1|
|Forta Financial Group, Inc.||Greenwood Villiage, CO||Sep 2020 - Current||1|
|Bernard Tax And Bookkeeping||Warrensburg, MO||Sep 2020 - Current||1|
|Jakcs LLC||Odessa, MO||Feb 2020 - Current||1|
|Bryan - Showers Agency, LLC||Warresnsburg, MO||Nov 2012 - Current||8|
|Fr Investments Inc Dba Central Financial Services||Warrensburg, MO||Jul 2011 - Current||10|
|Dean R. Specker, Cpa||Warrensburg, MO||Oct 2010 - Current||11|
|Onpointe Advisory And Financial Services, LLC||Petuma, CA||Jan 2017 - Mar 2018||1|
|B&s Financial LLC||Warrensburg, MO||Jan 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IN, LA, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA, WI
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