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Dean Packard

Cetera Investment Advisers LLC
41 Years of Experience
Naples, FL
1 DisclosureBroker
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Dean Packard is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Naples, FL, with 41 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B

Location

Naples, FL

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History

Regulatory History (1)
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Customer Dispute
February 2000
Denied
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Other Business Activities

Dean is a founding partner at Harvest Wealth LLC, a financial services firm, dedicating about a quarter of his time. He also owns Hwealth62 S Corp for tax reporting purposes, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2022 - Present · 3 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2022 - June 2023 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - June 2022 · 15 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - June 2022 · 15 yrs 9 mos
Citigroup Global Markets INC.
February 1997 - October 2006 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
November 1991 - October 2006 · 14 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 1989 - November 1991 · 2 yrs 10 mos
Alex. Brown & Sons IncorporatedBroker
May 1988 - February 1989 · 9 mos
A. G. Edwards & Sons, INC.Broker
February 1985 - November 1991 · 6 yrs 9 mos
State Registrations34 states
ALARAZCACODCDEFLGAILINKSKYLAMAMDMNMTNCNJNVNYOHORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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