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Richard Lance Alston

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.·ALLEN, Texas
Series 7, Series 63Clean record27 years registeredNEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
550 S. WATTERS ROAD, ALLEN, TX 75013CRD# 3070449Firm CRD# 152136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lance Alston · ALLEN, TX
Registration
CRD #3070449 · NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. · 27 years registered
Brand Profile
Not yet started
01

Career History

NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
Jan 2010 – present
JWA FINANCIAL GROUP, INC.
Oct 2002 – Jul 2009
DALLAS, TX
CARTER ADVISORY SERVICES, INC
Mar 1999 – Sep 2002
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 25, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CRD 152136 · SEC 801-128238
AUM
$130M
Regulatory assets under management
Employees
2
422 client accounts
Services offered by NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. →
Introduction

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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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