Richard Alston, financial advisor Allen TX

Richard Alston

CRD Number: 3070449
Current Firm: New Dimensions Wealth Management, LLC

Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry. Richard Alston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
New Dimensions Wealth Management, LLC Allen, TX Nov 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Richard L. Alston
Phone Number: 972-972-8565
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $307,104
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NH, TX

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