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Richard Lance Alston

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.·ALLEN, Texas
Unclaimed Profile
550 S. WATTERS ROAD, ALLEN, TX 75013CRD# 3070449Firm CRD# 152136
01

About

Richard Lance Alston is a registered financial advisor based in ALLEN, Texas, affiliated with NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
AUM
$130M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3070449
Firm CRD# 152136
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Lance Alston offer?
Richard Lance Alston specializes in Financial Planning, Investment Management. Contact their office in ALLEN, Texas for a consultation.
What are Richard Lance Alston's credentials?
Richard Lance Alston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lance Alston located?
Richard Lance Alston is based in ALLEN, Texas, working with NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the ALLEN metropolitan area and surrounding communities.
How does Richard Lance Alston charge for services?
Richard Lance Alston's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.?
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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