DE
CFP
DE
CFP
Dean Evans is a CFP-designated registered investment advisor, based in Irvine, CA, with 35 years of industry experience. Dean is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9870 Research Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2021Settled
Other Business ActivitiesSells Insurance
Dean is an independent insurance agent since 1990, spending about 10-20% of his time on this. He is also an advisory representative of Cooper Financial Group, spending nearly full-time hours on this, and co-owns rental property, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Cooper Mcmanus
March 2003 - Present · 23 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
March 2003 - March 2020 · 17 yrs
Lincoln Financial Advisors CorporationBroker
December 1999 - March 2003 · 3 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
December 1999 - March 2003 · 3 yrs 3 mos
Lincoln Financial Advisors Corporation
December 1999 - March 2003 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1991 - December 1999 · 8 yrs 7 mos
American Express Financial Advisors INC.Broker
May 1991 - December 1999 · 8 yrs 7 mos
State Registrations10 states
AZCACOCTFLIDILTXUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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