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Ellen Dean

28 Years of Experience
Phoenix, AZ
BrokerSells Insurance

Ellen Dean is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1118 East Missouri, Suite B3, Phoenix, AZ, 85014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ellen owns rental real estate and is an owner of Dean and Associates, where she offers Medicare health insurance products. She also owns Ellen Dean Financial Services, PLLC DBA Paradise Financial Partners, and Paradise Financial Partners, dedicating about half of her time to the latter for a marketing campaign.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
March 2001 - Present · 25 yrs 2 mos
Previous Registrations
American General Financial Advisors, INC.Broker
December 1998 - July 2000 · 1 yr 7 mos
The Variable Annuity Marketing CompanyBroker
June 1997 - July 2000 · 3 yrs 1 mo
State Registrations33 states
AKARAZCACODCDEFLGAIDILKSKYMAMIMONCNENJNMNVOHOKORPASCSDTNTXUTVAWAWI
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.