Scotty Dean, financial advisor Edmond OK
93 score

Scotty Dean

CRD Number: 4459542
Current Firm: Phillips Capital Advisors, Inc.

Scotty Dean (CRD# 4459542) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Edmond, OK and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
T.s. Phillips Investments, Inc. Oklahoma City, OK Feb 2016 - Current 2
Edward Jones St Louis, MO Mar 2014 - Feb 2016 1
The Prudential Insurance Company Of America Oklahoma City, OK Sep 2012 - Jan 2014 1
Pruco Securities LLC Oklahoma City, OK Sep 2012 - Jan 2014 1
Mwa Financial Services Inc. Rock Island, IL Mar 2011 - Sep 2012 1
Modern Woodmen Of America Rock Island, IL Mar 2011 - Sep 2012 1
Stewardship Strategies Oklahoma City, OK Jan 2003 - Mar 2011 8
Mml Investors Services Inc. Oklahoma City, OK May 2010 - Jan 2011 < 1
Massmutual Life Insurance Company Oklahoma City, OK Apr 2010 - Jan 2011 < 1
Arvest Asset Management Oklahoma City, OK Mar 2007 - Feb 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Scotty V. Dean
Phone Number: 405-943-9433
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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