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Joel Reagan Dean

Capital Investment Advisors, LLC

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About Joel Reagan Dean

Joel Dean is a financial advisor and Certified Financial Planner with over 10 years of experience in the financial services industry. Joel currently works at Capital Investment Advisors, LLC and has a background in working with high-net-worth individuals, individuals, and pension and profit sharing plans. Joel holds a Series 6, 63, and 65 licenses and provides financial planning, pension consulting, and selection of other advisors to clients.

Firm Information

Joel Dean is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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other

Percentage of plan assets

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Joel Dean’s Registration & Firm History

GA

05/07/2019 - Present

Capital Investment Advisors, LLC (ATLANTA GA)

GA

08/02/2013 - 11/29/2016

ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)

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Licenses & Designations

IA

Issued 03/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Reagan Dean.
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