Dean Bennett Advisory Services Inc.

Dean Bennett Advisory Services Inc. (CRD# 322889) is a financial advisory firm headquartered in Roseville, CA. They manage $5,258,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3017 Douglas Blvd., Suite 300, Roseville, CA 95661
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $375,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dean Bennett Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Leonard Dean, financial advisor Roseville CA
Leonard R. Dean
CRD#: 1237448
3017 Douglas Blvd., Suite 300, Roseville, CA 95661

Leonard Dean (CRD# 1237448) is an Investment Advisor Representative working at Dean Bennett Advisory Services Inc. in Roseville, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals