Dean Dancer
Dean Dancer is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
April 2001Other Business Activities
Dean is a board member for Hope Kids Community, providing school essentials to needy children. He also served as an officer for Uncommon Kids until 2019 and is a trustee for The Shore Church, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Huntington Investment CompanyBroker
State Registrations28 states
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.