Gary
Dean

Captrust

CRD#4006137
Investment Advisor
in Brentwood, TN

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About this Advisor

Gary Dean is a chartered financial analyst operating in Brentwood, Tennessee. Dean is on the advisory team at Captrust. Their career trajectory has included roles at Trustcore, Carilliam Capital, LLC, Milemark Partners, LLC, Trustcore Investments, Inc and Capfinancial Partners LLC (Captrust). Dean holds a Series 63 license, designating them as a securities representative, and can work in Tennessee. Captrust is a financial advisory company that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in total assets among its 76,254 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets. Captrust offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically are based on which service is provided. Fees billed by Captrust can include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

5314 Maryland Way, Ste. 300
Brentwood, TN 37027

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

TN Average: $3,625,019,099
Total Number of Employees

1,338

TN Average: 22
Total Number of Accounts

76,254

TN Average: 1,917
Average Account Size

$9,371,153

TN Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Gary Dean Work History

Gary has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Capfinancial Partners LLC (Captrust)

2015 - Present (9 years)

Milemark Partners, LLC

2016 - 2021 (5 years)

Trustcore Investments, Inc

2015 - 2022 (7 years)

Trustcore

2011 - 2014 (3 years)

Carilliam Capital, LLC

*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 Gary 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 Captrust

Andrew Raggio
Raleigh, NC
Kim Huppertz
Clarkston, MI
Eric Benedict
Raleigh, NC
Vivian Houchens
Raleigh, NC
Valerie Young
Raleigh, NC
Kathryn Mccall
Sacramento, CA
Michael Knowles
Raleigh, NC
Errol Hau
Raleigh, NC

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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