Richard Dean (CRD# 2530991) is an Investment Advisor Representative working at Contemporary Planning Alternatives in Camarillo, CA and has over 29 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Contemporary Planning Alternatives | Camarillo, CA | Jul 1996 - Current | 27 |
| Secure Benefits Group Inc. | Ventura, CA | Feb 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
- CA
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$466,719
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
CA
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