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SD

Scotty V. Dean

DEAN DAVIS WEALTH
EDMOND, OK
Some features on this profile are disabled
CRD#: 4459542
SD
Scotty V DeanDEAN DAVIS WEALTH

Professional summary

Scotty V Dean, who also goes by Scott Vaden Dean, Scotty Vaden Dean, Scotty Vaden Dean, is a registered financial advisor currently at DEAN DAVIS WEALTH LLC located in Edmond, Oklahoma.

Scotty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Scotty has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Scott Vaden Dean | Scotty Vaden Dean | Scotty Vaden Dean

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scotty V Dean'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 1, 2026 - Present

DEAN DAVIS WEALTH LLC

RIA
CRD#: 340949
EDMOND, OK
Past

October 31, 2019 - July 14, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
EDMOND, OK
Past

October 31, 2019 - July 14, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
EDMOND, OK
Past

February 16, 2016 - November 1, 2019

PHILLIPS CAPITAL ADVISORS, INC.

RIA
CRD#: 115758
Edmond, OK
Past

February 16, 2016 - November 1, 2019

T.S. PHILLIPS INVESTMENTS, INC.

BD
CRD#: 124348
EDMOND, OK
Past

March 28, 2014 - February 17, 2016

EDWARD JONES

RIA
CRD#: 250
MUSTANG, OK
Past

March 28, 2014 - February 17, 2016

EDWARD JONES

BD
CRD#: 250
MUSTANG, OK
Past

October 5, 2012 - January 8, 2014

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
OKLAHOMA CITY, OK
Past

September 21, 2012 - January 8, 2014

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 26, 2011 - September 6, 2012

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
EDMOND, OK
Past

March 23, 2011 - September 6, 2012

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
EDMOND, OK
Past

May 14, 2010 - February 9, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
OKLAHOMA CITY, OK
Past

May 14, 2010 - February 9, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OKLAHOMA CITY, OK
Past

March 15, 2007 - February 22, 2010

ARVEST WEALTH MANAGEMENT

RIA
CRD#: 42057
OKLAHOMA CITY, OK
Past

March 14, 2007 - February 22, 2010

ARVEST WEALTH MANAGEMENT

BD
CRD#: 42057
OKLAHOMA CITY, OK
Past

July 12, 2005 - March 23, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
OKLAHOMA CITY, OK
Past

May 24, 2004 - July 27, 2005

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
OKLAHOMA CITY, OK
Past

January 21, 2003 - July 27, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 22, 2002 - December 6, 2002

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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
Oklahoma
(7/1/2026)
IAR
Texas
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/20/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DD
DEAN DAVIS WEALTH LLC
DEAN DAVIS WEALTH LLC

CRD#: 340949 / SEC#:

Texas
Registered Investment Advisory firm - (4/3/2026 Conditional Restricted)
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Contact information

Main Address
Edmond, OK
Mailing Address
Phone number
(405) 243-5525
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

DEAN DAVIS WEALTH LLC

CRD#: 340949Edmond, OK

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