LPL Financial
41yrs
Top advisor by experience in Morgantown
26yrs
Brian Dean has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Morgantown, West Virginia. After six years at Wesbanco Securities and four years at Chase Investment Services, Brian joined United Brokerage Services in 2016, a firm offering investment management. United Brokerage Services reports being paid through a percentage of assets.
One of 66 advisors with offices in Morgantown, and one of 64 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience at United Brokerage Services
Office990 Elmer Prince Drive, Morgantown, WV 26505
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,269
Advisors at the firm57
States licensed ?1 state
Services through United Brokerage Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowUnited Brokerage Services, Inc.Current firm
- 2009 – 2016Wesbanco Securities, Inc.Previously
- 2005 – 2009Chase Investment Services Corp.Previously
- Mar 2005 – Jul 2005Banc One Securities CorporationPreviously
- Feb 2003 – Jan 2004BB&t Investment Services, Inc.Previously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call United Brokerage Services at 888-424-6158 and ask for Brian Dean. Brian works from the Morgantown, WV office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 23% by experience at United Brokerage Services.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
United Brokerage Services reports being paid by a percentage of the assets they manage. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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