Best Investors Account Sign in
Inactive

Albert Everett Dean

Riverchase Wealth Management, LLC

Flower Mound, TX

Claim This Profile
Current Employers
Riverchase Wealth Management, Llc

3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-05-27
  • TX RA
    APPROVED
    Since 2011-05-27

Branch Locations

3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riverchase Financial Planning, Llc (156950) Lewisville TX 03/2011 Present
Kelleher Dean Tax Advisors, Llc Lewisville TX 12/2011 11/2016
  • 03/2011 → Present
    Riverchase Financial Planning, Llc (156950)
    Lewisville, TX
  • 12/2011 → 11/2016
    Kelleher Dean Tax Advisors, Llc
    Lewisville, TX
Previous Registrations
  • 2007-09-17 → 2010-11-23
    Avantax Advisory Services
    Dallas, TX
  • 2001-04-18 → 2004-11-30
    Quest Capital Management, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-15
S63 Uniform Securities Agent State Law Examination 1997-04-21
  • S65 Uniform Investment Adviser Law Examination
    1998-04-15
  • S63 Uniform Securities Agent State Law Examination
    1997-04-21
Designations
Other Names
  • Rett Dean

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
TRUADVISORS
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

PAULA ANN CZAPKO
Trinidad Ochoa Stephens
WILLIAM LEE BOWLES
Andrea N Deeley
Janine Hartman
AARON FRANCIS
Thomas Joseph Ingram
Michelle Courtney

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
EDWARD JONES · Flower Mound, TX
LPL FINANCIAL LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
TRUADVISORS · Flower Mound, TX
EQUITABLE ADVISORS, LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX

More in Flower Mound, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor