Brian Dean is a registered investment advisor at United Brokerage Services INC, based in Morgantown, WV, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
990 Elmer Prince Drive, Morgantown, WV, 26505
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2016Customer Dispute
June 2007Other 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.
Employment History
Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Previous Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
The Huntington Investment CompanyBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
United Brokerage Services, INCBroker
Dean Witter Reynolds INC.Broker
State Registrations16 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.