Paul Stephen Dean
Investment adviser representative at Esi Financial Advisors
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.8BFirm assets
Are you Paul Stephen Dean? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Truoak Financial Partners LLCFeb 2026 to now
- Equity Services, Inc.Apr 2022 to now
- Apogee Financial PartnersMar 2022 to Feb 2026
- MML Investors Services, LLCMar 2017 to Mar 2022
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Mar 2022
- Metlife Securities Inc.Dec 2004 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1698712
- Firm CRD
- 265