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Dean M. Spear

THE BENCHMARK GROUP RIA SERVICES
Cherry Hill, NJ 08002
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CRD#: 1345149
DS

Professional summary


Dean Michael Spear, who also goes by Dean M Spear, is a registered financial advisor currently at THE BENCHMARK GROUP RIA SERVICES, LLC located in Cherry Hill, New Jersey.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Dean has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dean M Spear

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS. VOORHEES BUSINESS CENTER 1307 WHITE HORSE ROAD, VOORHEES, NJ PARTNER/OWNER OWNS COMMERCIAL RE (OUR OFFICE) BENCHMARK GROUP RIA SERVICES, LLC OWNER 1307 WHITE HORSE ROAD, VOORHEES, NJ 08043 START - 2010 (SEE MY ADV) INVESTMENT REAL ESTATE 38 ABINGTON ROAD, MT. LAUREL, NJ 08054 POSITION - OWNER I OWN INVESTMENT REAL ESTATE. I AM INVESTED IN TWO COMMERCIAL PROPERTIES AS A TENANT IN COMMON (HORSHAM, PA) AND HAVE ADDITIONAL RESIDENTIAL REAL ESTATE INVESTMENTS IN SOUTHWEST FLORIDA. SOLARBRIDGE CAPITAL, LLC 1307 WHITE HORSE RD, SUITE 603, VOORHEES, NJ 08043 50% OWNER START - 2010 SOLARBRIDGE IS A START-UP COMPANY THAT INTENDS TO INVEST IN AND OWN COMMERCIAL SOLAR PROJECTS. ONLY COMPENSATION IS OWNERS' EQUITY - AND POTENTIAL FOR PROFITS. INROAM, LLC 1018 CHAPEL AVE WEST, CHERRY HILL, NJ 08002 MINORITY SHAREHOLDER INROAM OWNS 3 CELL TOWERS AND HAS LEASES WITH SEVERAL CELL PHONE CARRIERS. I AM AN INVESTOR - ONLY COMPENSATION WOULD BE EQUITY/DIVIDENDS/PROFITS. PROFESSIONAL LIFE ADVISORS NETWORK (PLAN) ATTN: CAROL RANDO - EXECUTIVE DIRECTOR CAROLRANDO@LIFEADVISORNETWORK.COM POSITION - MEMBER SELL LIFE INSURANCE, DISABILITY AND LONG TERM CARE AND OTHER INSURANCE PRODUCTS. PROVIDE CONSULTING TO STOCKBROKERS AND WEALTH ADVISORS CLIENTS OF WELLS FARGO AND RBC WEALTH MANAGEMENT. COMMISSION EARNED FROM SALE OF INSURANCE PRODUCTS. PAID FROM INSURANCE COMPANY DIRECT. BENCHMARK GROUP PARTNERS, LLC 1307 WHITE HORSE ROAD, SUITE 603, VOORHEES, NJ 08043 MANAGING MEMBER START - 8/01/2012 OWNER OF BENCHMARK GROUP PARTNERS, LLC ("BGP"). BGP IS RUN DAY TO DAY BY KARL BOROWITZ. KARL HAS 20 YEARS EXPERIENCE. BGP IS A STAFFING AND RECRUITING COMPANY FOR MOSTLY THE INFORMATION TECHNOLOGY SPACE. IT PROVIDES CONTRACT AND CONTRACT TO HIRE AND DIRECT IT FOR ITS EMPLOYER CLIENTS. 1307 WHITE HORSE ROAD, LLC 1307 WHITE HORSE ROAD, SUITE 603, VOORHEES, NJ 08043 MANAGING MEMBER START - 8/01/2012 PASSIVE INVESTMENT - WILL HOLD A 2% INTEREST IN CONTINUUM HEALTH ALLIANCE, LLC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dean Michael Spear's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 10, 2011 - Present

THE BENCHMARK GROUP RIA SERVICES, LLC

Office #1: 1520 Route 38, Cherry Hill, NJ 08002
RIA
CRD#: 153820
Cherry Hill, NJ
Past

June 28, 2010 - December 31, 2010

THE BENCHMARK GROUP RIA SERVICES, LLC

RIA
CRD#: 153820
VOORHEES, NJ
Past

April 29, 2010 - December 31, 2014

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
VOORHEES, NJ
Past

April 29, 2010 - December 31, 2014

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
VOORHEES, NJ
Past

March 17, 2005 - May 5, 2010

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
VOORHEES, NJ
Past

January 31, 2005 - May 5, 2010

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
VOORHEES, NJ
Past

July 26, 2002 - December 31, 2004

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
WAYNE, PA
Past

June 29, 1999 - December 31, 2004

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

November 19, 1998 - May 17, 1999

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

August 23, 1994 - October 29, 1998

MAFG RIA SERVICES, INC.

BD
CRD#: 35690
MT. LAUREL, NJ
Past

August 21, 1992 - August 23, 1994

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

November 2, 1985 - August 19, 1992

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

April 26, 1985 - July 9, 1985

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/10/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 5/22/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TB
THE BENCHMARK GROUP RIA SERVICES, LLC
THE BENCHMARK GROUP RIA SERVICES, LLC | THE BENCHMARK GROUP, INC.

CRD#: 153820 / SEC#:

New Jersey
Registered Investment Advisory firm - (1/7/2011 Approved)
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Contact information


Main Address
1520 Route 38, Cherry Hill, NJ 08002
Mailing Address
Phone number
(856) 784-3000
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE BENCHMARK GROUP RIA SERVICES, LLC

CRD#: 153820Cherry Hill, NJ 08002

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Contact information


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