Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Wilmington
2yrs
Patrick Dean
Full name on record: Patrick J Dean
Financial advisor at Transamerica Financial Advisors
Based in Wilmington, North Carolina, Patrick Dean is a fiduciary financial advisor with 2 years of industry experience. Patrick has been with Transamerica Financial Advisors since 2025; before that, Patrick spent less than a year at W&s Brokerage Services. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 428 advisors with offices in Wilmington, and one of 402 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office700 Military Cutoff Rd. Suite 104, Wilmington, NC 28405
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
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.
Career
- May 2025 – nowTransamerica Financial Advisors, LLCCurrent firm
- Jan 2025 – Feb 2025W&s Brokerage Services, Inc.Previously
Contact Patrick
Local office(910) 790-0114Ask for Patrick. (770) 248-3271Main office · Philadelphia, PA 700 Military Cutoff Rd. Suite 104Wilmington, NC 28405Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (910) 790-0114 or the Transamerica Financial Advisors main office at (770) 248-3271, and ask for Patrick Dean.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Patrick 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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