Chad Dean (CRD# 7230114) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 3 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Metairie, LA | Sep 2022 - Current | 1 |
Pruco Securities LLC | Metairie, LA | Sep 2022 - Current | 1 |
Nylife Securities LLC | New Orleans, LA | May 2020 - Sep 2022 | 2 |
New York Life Insurance Company | New Orleans, LA | Mar 2020 - Sep 2022 | 2 |
Cox Comminuications Inc. | Baton Rouge, LA | Jun 2011 - May 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2020 |
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- LA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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