Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Evans is a financial advisor with McManus Cooper, a firm based in Irvine, California. Dean has over 30 years of experience in the financial industry. Dean is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Dean specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profits. Dean also provides educational seminars and publishes periodic financial updates.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
03/24/2015 - Present
McManus Cooper (IRVINE CA)
CA
03/20/2003 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
IN
12/22/1999 - 03/31/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/22/1999 - 03/31/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
05/28/1991 - 12/14/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/28/1991 - 12/14/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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