Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Primerica Advisors
Location
Geneva, NY 14456
Credentials
Series 63
Industry experience
31 years
Transaction-based brokerage accounts with commissions and other charges such as sales loads on mutual funds and other securities at the time of each transaction.
Subscription-Based Financial Planning and Subscription-Based Business Financial Consulting programs charged on an annual basis, payable monthly or quarterly; specific amounts not explicitly stated.
Minimum fee: Financial Consulting fees range generally between $250 to $25,000; Subscription-Based Financial Planning fees are annual and paid monthly or quarterly with amounts not specifically stated. Fee-only: Subscription-Based Financial Planning and Subscription-Based Business Financial Consulting programs with recurring annual fees paid monthly or quarterly; financial planning and consulting fees negotiated individually based on complexity and scope.
Park Avenue Securities Llc
1999 - Present (27 years)
Pony Express & Company
1993 - Present (33 years)
The Guardian Life Insurance Company
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Geneva, NY
Fidelity
Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.
Series 66
Geneva, NY
Edward Jones
Series 66
Penn Yan, NY
Edward Jones
Series 63, Series 66
Phelps, NY
Empower Advisory Group
Series 63, Series 65
Waterloo, NY
Blackridge Asset Management, LLC
Series 63, Series 65
Clifton Springs, NY
Primerica Advisors
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