Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Richard Crouthamel is a financial advisor with over 35 years of experience in the industry. Dean has a wide range of experience and expertise in helping individuals, families, and businesses achieve their financial goals. Dean is registered with Independent Financial Group, LLC, and has been actively involved in financial services since 1983. Dean holds the Series 6, 7, 24, and 63 licenses. Dean is also registered with the state of Pennsylvania as an investment advisor representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/16/2017 - Present
Independent Financial Group, LLC (Skippack PA)
PA
11/30/1988 - 06/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (SKIPPACK PA)
NA
03/26/1986 - 11/29/1988
NEW DECADE CAPITAL CORP.
NA
07/08/1983 - 05/02/1984
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 04/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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