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Dean Michael Spear

THE BENCHMARK GROUP RIA SERVICES
CHERRY HILL, NJ
·CRD# 1345149·41 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dean M Spear

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

THE BENCHMARK GROUP RIA SERVICES, LLC·CRD# 153820
RIA
1520 Route 38, Cherry Hill, NJ 08002
January 10, 2011 - Present
THE BENCHMARK GROUP RIA SERVICES, LLC·CRD# 153820
RIA
Voorhees, NJ
June 28, 2010 - December 31, 2010
WORLD INVESTMENTS, LLC·CRD# 20626
RIA
Voorhees, NJ
April 29, 2010 - December 31, 2014
WORLD INVESTMENTS, LLC·CRD# 20626
BD
Voorhees, NJ
April 29, 2010 - December 31, 2014
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Voorhees, NJ
March 17, 2005 - May 5, 2010
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Voorhees, NJ
January 31, 2005 - May 5, 2010
CINCINNATI ANALYSTS, INC.·CRD# 5478
RIA
Wayne, PA
July 26, 2002 - December 31, 2004
CINCINNATI ANALYSTS, INC.·CRD# 5478
BD
Cincinnati, OH
June 29, 1999 - December 31, 2004
THE ADVISORS GROUP, INC.·CRD# 14035
BD
Bethesda, MD
November 19, 1998 - May 17, 1999
MAFG RIA SERVICES, INC.·CRD# 35690
BD
Mt. Laurel, NJ
August 23, 1994 - October 29, 1998
FFP SECURITIES, INC.·CRD# 16337
BD
Chesterfield, MO
August 21, 1992 - August 23, 1994
CINCINNATI ANALYSTS, INC.·CRD# 5478
BD
Cincinnati, OH
November 2, 1985 - August 19, 1992
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
April 26, 1985 - July 9, 1985

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Current Firm

TB
THE BENCHMARK GROUP RIA SERVICES, LLC

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

CRD#: 153820
New Jersey
Registered Investment Advisory firm - New Jersey (1/7/2011 Approved)

Contact Information

Main Address

1520 Route 38, Cherry Hill, NJ 08002

Phone Number

(856) 784-3000

# of Employees

1

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1985About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1985About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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