Dean D. Alexander

ALEXANDER, DEAN D.

Houston, TX

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CRD#: 2920898

Professional summary

Dean Darwich Alexander, who also goes by Darwich H Sayed, Darwich Hab Sayed, Darwich Habashy Sayed, is a registered financial advisor currently at ALEXANDER, DEAN D. located in Houston, Texas.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Dean has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darwich H Sayed | Darwich Hab Sayed | Darwich Habashy Sayed

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.

name of other business Dean Alexander, CPA National Financial Advisers, dba NFA Tax Help Investment Related No No Address of the business 803 Spear Point Cove 803 Spear Point Cove Houston, TX 77079 Houston, TX 77079 The nature of the business Taxes Taxes My Position Owner President Start Date of the Business 08/1982 01/2005 Hours per Month 30 30 Monthly Hours During Trading Hours 30/mo 30/mo Duties Tax Planning Tax Planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Darwich Alexander'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

July 2, 2021 - Present

ALEXANDER, DEAN D.

RIA

CRD#: 311403

Houston, TX

Past

July 30, 1998 - September 5, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HOUSTON, TX

Past

May 6, 1998 - September 5, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 6, 1998 - September 5, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 6, 1997 - August 21, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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

Texas
(7/2/2021)

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

State Security Law Exam

Series 63

Date: 10/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/9/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/5/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2000

General Securities Principal Examination

Current Firm

ALEXANDER, DEAN D.

CRD#: 311403 / SEC#:

Texas

Registered Investment Advisory firm - (7/1/2021 Approved)

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Contact information

Main Address

Houston, TX

Mailing Address

Phone number

(281) 638-4246

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Dean D. Alexander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Darwich Alexander's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER, DEAN D.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/14/1997

Series 7

Date: 2/9/1998

Series 6

Date: 11/5/1997

Series 24

Date: 9/16/2000

Current Firm

ALEXANDER, DEAN D.

Contact information

Documents

Red Flags

Company Information

ALEXANDER, DEAN D.

TRUST BUT VERIFY

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