Leonard Raymond Dean
CFP®Professional Summary
Leonard Raymond Dean, CFP®, who also goes by Len Dean, Lenny Dean, Leonard Dean, was a registered financial advisor. Leonard was a previously registered financial professional and started their career in finance 1984 - 2026. Leonard had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Leonard Raymond Dean, Len Dean, Lenny Dean, Leonard Dean
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
42 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
DEAN BENETT ADVISORY SERVICES INC. | DEAN BENNETT ADVISORY SERVICES INC.
Contact Information
Main Address
3017 Douglas Blvd. Suite 300, Roseville, CA 95661Phone Number
(916) 300-6658# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
17AUM (Assets Under Management)
$4,454,307Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1984About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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