Daniel Dean (CRD# 7283643) is an Investment Advisor Representative working at Tucker Financial Group in Montgomery, AL and has 1 year of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| County Risk Services | Montgomery, AL | Aug 2023 - Current | < 1 |
| Tucker Financial Group | Montgomery, AL | Jul 2022 - Current | 1 |
| Ac Board Of Education | Prattville, AL | Sep 2022 - May 2023 | < 1 |
| Retired | Prattville, AL | Apr 2020 - Jul 2022 | 2 |
| Alea | Montgomery, AL | Aug 1997 - Mar 2020 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- AL
-
Total Assets Under Management218MILLIONS
-
Total Number of Accounts4,268ACCOUNTS
-
Average Account Value$51,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, LA, TN, TX
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