Leonard Dean, financial advisor Gold River CA
86 score

Leonard Dean

CRD Number: 1237448
Current Firm: Allstate Financial Advisors, LLC

Leonard Dean (CRD# 1237448) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Gold River, CA and has over 21 years of experience in the finance industry. Leonard Dean 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
Allstate Insurance Company Rocklin, CA Nov 2010 - Current 6
Dean Bennett Insurance And Financial Services, Inc. Roseville, CA Feb 2009 - Current 7
Princor Financial Services Corporation Roseville, CA Jan 1990 - Dec 2010 20
Principal Life Insurance Company Roseville, CA Sep 1989 - Dec 2010 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Leonard R. Dean
Phone Number: 847-402-5296
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
86

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