As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.
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Firm Start Year
2015
No. of Employees
2-4
AA - Business Administration
Santa Monica College
09/01/1992 -12/31/1993
BS - Accounting
University of Phoenix
04/01/2002 -06/01/2010
Financial Planning Certification - Financial Planning
University of Georgia
03/02/2008 -10/19/2008
MS - Professional Accountancy
Clemson
01/01/2016 -12/31/2021
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures