James Dean
James Dean is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, 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
Firm Size
IM Fee
Assets Under Management
Location
5129 Oleander Drive, Suite 202, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with a non-profit as a sponsor relations committee member, and serves on the City of Wilmington Golf Course Advisory Committee. He also owns Coastal Carolina Wealth Management, LLC to operate an RJFS branch, and is the sole member of H3D Building, LLC, a real estate entity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 states
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