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Dean Roger Larabee

Bristol Wealth Group

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About Dean Roger Larabee

Dean Larabee is an investment advisor representative who has been in the industry since 1999. Dean Larabee is currently registered with Bristol Wealth Group. Dean Larabee also has previous experience working at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Dean Larabee holds Series 66, 63, 10, 9, SIE, 31, and 7 licenses. Dean Larabee specializes in providing financial planning and portfolio management services to individuals, charitable organizations, banking or thrift institutions, corporations or other businesses, and state or municipal government entities.

Firm Information

Dean Larabee is currently registered with Bristol Wealth Group. Bristol Wealth Group, based in Taunton, MA, provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other institutions. With over $754 million in regulatory assets under management, they serve a diverse clientele, including individuals, charitable organizations, and businesses. They have a team of 5 registered representatives and investment advisor representatives.
Bristol Wealth Group

35 BROADWAY

TAUNTON, MA 02780

$754.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Larabee’s Registration & Firm History

MA

10/23/2024 - Present

Bristol Wealth Group (TAUNTON MA)

MA

09/25/2009 - 06/27/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (TAUNTON MA)

RI

07/12/2002 - 10/02/2009

UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)

NY

07/22/1999 - 07/16/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

04/21/1998 - 07/14/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/07/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 04/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Roger Larabee.
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