Dustin Dean is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fredericksburg, VA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
602 William St Ste B, Fredericksburg, VA, 22401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin operates Dean Wealth Management, Wealthridge Partners, and RVA Financial Partners as DBAs for his LPL business, dedicating full-time hours to Dean Wealth Management and about 10-20% of his time to Wealthridge Partners. He also works as a racecar mechanic for Robert Noaker Racing, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
First Allied Securities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Signator Investors, INC.Broker
State Registrations4 states
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