Brian Patrick Dean

United Brokerage Services INC

24 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

United Brokerage Services INC

Compensation

Fee-Only (AUM)

Firm Size

48 advisors

Number of Clients

1,904 clients

Average Client Portfolio

$204K average

Assets Under Management

$389.1M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$1,000

Location

990 Elmer Prince Drive, Morgantown, WV, 26505

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2016

Denied

Customer Dispute

June 2007

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Brian is a board member of the Bo Pare Foundation, a non-securities related activity, since 2021. He dedicates minimal time to making group decisions on allocating donated funds to park projects.