Unclaimed Profile

Benjamin Herschel Dean

CAMBRIDGE LEGACY ADVISORS, INC.·DALLAS, Texas

Series 7, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredCAMBRIDGE LEGACY ADVISORS, INC.

15660 N. DALLAS PARKWAY, DALLAS, TX 75248CRD# 1985201Firm CRD# 119558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Herschel Dean · DALLAS, TX

Registration

CRD #1985201 · CAMBRIDGE LEGACY ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

DEAN WEALTH MANAGEMENT, LLC

Oct 2014 – present

ONYX WEALTH ADVISORS, INC.

Apr 2008 – Dec 2013

DALLAS, TX

WFG ADVISORS, LP

Jan 2007 – Apr 2008

DALLAS, TX

SWS FINANCIAL SERVICES

Jan 2003 – Jan 2007

DALLAS, TX

SOUTHWEST SECURITIES, INC.

Dec 2002 – Jan 2007

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 16, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONYX WEALTH ADVISORS, INC.

CRD 119558 · SEC 801-64117

AUM

$122M

Regulatory assets under management

Employees

1,308 client accounts

Services offered by ONYX WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONYX WEALTH ADVISORS, INC. →

Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Benjamin Herschel Dean offer?

Benjamin Herschel Dean specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Benjamin Herschel Dean's credentials?

Benjamin Herschel Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Herschel Dean located?

Benjamin Herschel Dean is based in DALLAS, Texas, working with CAMBRIDGE LEGACY ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Benjamin Herschel Dean charge for services?

Benjamin Herschel Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE LEGACY ADVISORS, INC.?

CAMBRIDGE LEGACY ADVISORS, INC. has approximately 3 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →