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Edward Dean Speer

IRONSHORE FINANCIAL
FOLEY, AL
·CRD# 2579138·11 years experience

Professional Summary

Edward Dean Speer, who also goes by E. Dean Speer, Dean Speer, is a registered financial advisor currently at IRONSHORE FINANCIAL located in Foley, Alabama. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Edward has worked at 3 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

E. Dean Speer, Dean Speer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

11 years in the financial services industry

Current & Past Employments

IRONSHORE FINANCIAL·CRD# 294053
RIA
Foley, AL
April 18, 2018 - Present
NEWPORT GROUP SECURITIES, INC.·CRD# 29722
RIA
Mobile, AL
March 31, 2017 - December 21, 2017
NEWPORT GROUP CONSULTING, LLC·CRD# 140944
RIA
Mobile, AL
December 22, 2014 - April 18, 2018

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Current Firm

IF
IRONSHORE FINANCIAL

IRONSHORE FINANCIAL | IRONSHORE FINANCIAL, LLC

CRD#: 294053 / SEC#: 801-112863
RIA
Registered Investment Advisory firm - SEC (4/16/2018 Approved)

Contact Information

Main Address

Foley, AL

Phone Number

(937) 872-4015

# of Employees

1

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

IRONSHORE FINANCIAL, LLC FIRM BROCHURE (3/4/2026)

Regulatory Assets Under Management

Total Number of Accounts

24

AUM (Assets Under Management)

$1,436,866,775

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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.

E. DEAN SPEER, CPA SOLE PROPRIETOR PREPARING TAX RETURNs FOR FEE AND NON-INVESTMENT RELATED. APPROXIMATE TIME SPENT FOR THIS BUSINESS IS 15 HOURS PER YEAR AND IT IS CONDUCTED FROM MY RESIDENCE. Start date 3/2017 ******************************************************************************** For various tax or corporate reasons this individual may be coded as an "Employee" or Independent Contractor of Newport Group, Inc., an affiliate of Newport Group Securities, Inc. This individual may offer insurance products through any of the Firm's affiliates. Please refer to the employment section of the U4 for information regarding this individual's position, title and date of employment. Hours devoted to each entity vary as dictated by corporate needs.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IRONSHORE FINANCIAL

IRONSHORE FINANCIAL | IRONSHORE FINANCIAL, LLC

CRD#: 294053 / SEC#: 801-112863
RIA
Registered Investment Advisory firm - SEC (4/16/2018 Approved)

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.
IAR
Alabama
(3/4/2025)
IAR
Ohio
(4/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

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CRS (Client Relationship Summary) - RIA

Click below to view Edward Dean Speer's CRS (Customer Relationship Summary).

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