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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Milton Dean is a financial advisor with over 15 years of experience in the industry. Dean is currently registered with LPL Financial LLC and is licensed to provide investment advice in Alabama, Florida, Georgia, and Texas. Dean has a broad range of experience, having previously worked with Waddell & Reed, Wells Fargo Advisors, LLC and AmSouth Investment Services, Inc. Dean holds FINRA Series 6, 7, 63 and 66 licenses and has also passed the Securities Industry Essentials Examination (SIE). Timothy Milton Dean provides a variety of services to clients, including financial planning, portfolio management, and pension consulting.
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.
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2
FL
07/21/2021 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
04/14/2016 - 07/21/2021
WADDELL & REED (TALLAHASSEE FL)
FL
01/20/2006 - 01/18/2011
WELLS FARGO ADVISORS, LLC (TALLAHASSEE FL)
AL
11/04/2004 - 06/15/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 06/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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