Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Edward McCullar is a financial advisor with over 10 years of experience in the industry. Dean is registered with LPL Financial LLC and has been with the firm since February 2018. Dean is also registered as an investment advisor in 10 states. Prior to joining LPL Financial LLC, Dean was with INVEST FINANCIAL CORPORATION for 7 years. Dean holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Dean also holds the Certified Financial Planner designation. Dean specializes in providing financial planning services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
05/20/2020 - Present
LPL Financial LLC (ASHLAND MO)
MO
04/18/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (ASHLAND MO)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dean McCullar is the right advisor for you? Invested Better is here to help.
