Dean Cress (CRD# 6867275) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Financial Group | Woodbury, NY | Dec 2023 - Current | < 1 |
| Gaston Alvarez Inc Dba Team Alvarez Insurance Services | Santa Ana, CA | Aug 2020 - Dec 2023 | 3 |
| Transamerica Financial Advisors, Inc. | Encino, CA | Oct 2017 - Dec 2023 | 6 |
| World Financial Group, Inc. | Encino, CA | Jun 2016 - Dec 2023 | 7 |
| Japan Pulp & Paper (usa) Corp. | Monterey Park, CA | Apr 2011 - Dec 2023 | 12 |
| Price And Pierce International Corp. | New York, NY | Apr 2011 - Feb 2023 | 11 |
| Advantage Plus Insurance Corp | Canoga Park, CA | Sep 2018 - Aug 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CA
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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