Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Somes is an investment advisor representative with Three Bell Capital LLC. Dean has been in the industry since July 2004 and holds a Series 65 license. Dean is registered with the state of Texas and specializes in investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Dean's firm, Three Bell Capital LLC, is a Registered Investment Advisor (RIA) with approximately $1 billion to $10 billion in assets under management. They offer a range of services including financial planning, estate planning, tax planning, and portfolio management for individuals and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax planning, insurance planning, lending
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Third party
1
2
TX
06/23/2021 - Present
Three Bell Capital LLC (DALLAS TX)
IA
Issued 09/26/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Dean Somes is the right advisor for you? Invested Better is here to help.
