Paul
Dean

Equity Services, Inc

CRD#1698712
Investment Advisor
in Atlanta, GA

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About this Advisor

Paul Dean is a chartered financial consultant working out of Atlanta, Georgia with a total of 1 year of industry experience. Dean is an advisor for Equity Services, Inc. Their career trajectory has included roles at Metlife, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Apogee Financial Partners and Equity Services, Inc. Dean holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Equity Services, Inc is a financial advisory company headquartered in Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It controls $2 billion in assets under management across its 11,317 accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 11,317 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which service is offered. However, fees billed by Equity Services, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

GA Average: $4,257,716,217
Total Number of Employees

440

GA Average: 30
Total Number of Accounts

11,317

GA Average: 868
Average Account Size

$164,964

GA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Paul Dean Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Apogee Financial Partners

2022 - Present (2 years)

Equity Services, Inc

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2022 (6 years)

Massachusetts Mutual Life Insurance Company

2004 - 2016 (12 years)

Metlife

2004 - 2017 (13 years)

Metlife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Dean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Eric Gottesman
Lido Beach, NY
Michael Chiarella
Montpelier, VT
Eric Goodman
Hauppauge, NY
Alana Furlow
Chicago, IL
Joshua Lochner
West Harrison, NY
Jennifer Grant
Peshtigo, WI
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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