Unclaimed Profile

Raymond Patrick Dean

HARBOR INVESTMENT ADVISORY, LLC·LUTHERVILLE, Maryland

Clean recordHARBOR INVESTMENT ADVISORY, LLC

2330 W. JOPPA ROAD, LUTHERVILLE, MD 21093CRD# 2420032Firm CRD# 151085

Profile Verification

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

Identity

Raymond Patrick Dean · LUTHERVILLE, MD

Registration

CRD #2420032 · HARBOR INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Raymond Patrick Dean is a registered financial advisor based in LUTHERVILLE, Maryland, affiliated with HARBOR INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Raymond Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Raymond Patrick is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HARBOR INVESTMENT ADVISORY, LLC

AUM

$5.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARBOR INVESTMENT ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2420032

Firm CRD# 151085

View on FINRA BrokerCheck →

Looking for a financial advisor in LUTHERVILLE?

Browse all registered financial advisors in LUTHERVILLE, Maryland or claim this profile if it's yours.

Browse LUTHERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Raymond Patrick Dean offer?

Raymond Patrick Dean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LUTHERVILLE, Maryland for a consultation.

What are Raymond Patrick Dean's credentials?

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

Where is Raymond Patrick Dean located?

Raymond Patrick Dean is based in LUTHERVILLE, Maryland, working with HARBOR INVESTMENT ADVISORY, LLC. Their office serves clients in the LUTHERVILLE metropolitan area and surrounding communities.

How does Raymond Patrick Dean charge for services?

Raymond Patrick Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR INVESTMENT ADVISORY, LLC?

HARBOR INVESTMENT ADVISORY, LLC has approximately 33 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →