Unclaimed Profile

Robert Leroy Dean

HMV WEALTH ADVISORS, LLC·SHREVEPORT, Louisiana

Clean recordHMV WEALTH ADVISORS, LLC

333 TEXAS STREET, SHREVEPORT, LA 71101CRD# 6993585Firm CRD# 297747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Leroy Dean · SHREVEPORT, LA

Registration

CRD #6993585 · HMV WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Leroy Dean is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with HMV WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HMV WEALTH ADVISORS, LLC

AUM

$305M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HMV WEALTH ADVISORS, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6993585

Firm CRD# 297747

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Leroy Dean offer?

Robert Leroy Dean specializes in Investment Management, Fee-Only Advisory. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Robert Leroy Dean's credentials?

Robert Leroy Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Leroy Dean located?

Robert Leroy Dean is based in SHREVEPORT, Louisiana, working with HMV WEALTH ADVISORS, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does Robert Leroy Dean charge for services?

Robert Leroy Dean's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HMV WEALTH ADVISORS, LLC?

HMV WEALTH ADVISORS, LLC has approximately 4 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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