DH
Dean Herod
from Bts Asset Management, Inc.
Dean Herod is a financial advisor based in Massachusetts, Lincoln,
with 37 years of experience. Dean currently works for
Bts Asset Management, Inc..
Dean maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dean Herod works at Bts Asset Management, Inc.
Bts Asset Management, Inc. is a financial advisory firm based in Lincoln, Massachusetts. It currently has approximately $377,395,288 of assets under management and employs about 21 people. Bts Asset Management, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
55 Old Bedford Road, Suite 203, Lincoln, Massachusetts, 1773
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