Paul Stephen Dean

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → 03/2017
  Metlife Securities Inc.
  Norcross, GA
• 07/2016 → 03/2022
  Massachusetts Mutual Life Insurance Company
  Peachtree Corners, GA
• 03/2017 → 03/2022
  Mml Investors Services, Llc
  Peachtree Corners, GA
• 03/2022 → 02/2026
  Apogee Financial Partners
  Sandy Springs, GA
• 04/2022 → Present
  Equity Services, Inc.
  Montpelier, VT
• 02/2026 → Present
  Truoak Financial Partners Llc
  Duluth, GA

Previous Registrations

• 2017-03-25 → 2022-03-08
  Mml Investors Services, Llc
  Peachtree Corners, GA
  Duluth, GA
  Duluth, GA
• 2006-02-09 → 2017-03-25
  Msi Financial Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Norcross, GA
  Tucker, GA
  Duluth, GA
  Atlanta, GA

Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC. 3440 HIGHGATE HILLS DR NE, DULUTH, GA, 30097. ONGOING, INV REL. INSURANCE AGENT. 2/2026. I AM AN INSURANCE AGENT THAT SELLS NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS. DURING TRD/HRS M-F 8-5*PLEASANTHILL PRESBETERIAN CHURCH. 3700 PLEASANT HILL ROAD DULUTH GA 30096. NOT INVESTMENT RELATED. 9/1987. MUSIC DIRECTOR FOR CHURCH CHOIR. NUMBER OF HOURS PER MONTH 20. NO HOURS DURING TRADING HOURS IS TWO HOURS. I AM THE MUSIC DIRECTOR THAT MANAGES AND DIRECTS THE MUSIC PROGRAM. THIS INCLUDES REHERSALS AND DIRECTING THE PROGRAMS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1987-09-18

Designations

• Chartered Financial Consultant