Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Merrill Gourley is a financial advisor at LPL Financial LLC, where he has been since February 2016. Dean has over 20 years of experience in the financial services industry. Prior to joining LPL Financial LLC, Dean worked at KEY INVESTMENT SERVICES LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and CHARLES SCHWAB & CO., INC. Dean is a Series 6, 7, 63, and 65 licensed professional. He has experience providing financial advice to individuals, businesses, and institutions. Dean is committed to helping clients reach their financial goals.
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
IN
02/05/2016 - Present
LPL Financial LLC (ZIONSVILLE IN)
IN
05/23/2014 - 12/28/2015
KEY INVESTMENT SERVICES LLC (LEBANON IN)
IN
07/06/2005 - 07/14/2009
CHASE INVESTMENT SERVICES CORP. (CRAWFORDSVILLE IN)
IL
06/13/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/23/2000 - 06/16/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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