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Leeanne Dean

3 Years of Experience
Montgomery, AL
Broker

Leeanne Dean is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, AL, with 3 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

6925 HALCYON PARK DRIVE Suite B, Montgomery, AL, 36117

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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 Activities

Leeanne is a junior board member for Magic Moments of Alabama, a wish-granting organization, dedicating minimal time. She also works as an associate/employee for Meridiem Advisory Group LLC, spending about half her time assisting an advisor with daily activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 11 mos
State Registrations1 state
AL
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.
Leeanne Dean - Financial Advisor | TrueAdvisor