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Richard Lance Alston

New Dimensions Wealth Management, L.L.C.

Allen, TX

CRD 3070449

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Employer firm

New Dimensions Wealth Management, L.l.c. CRD 152136

$182M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
New Dimensions Wealth Management, L.L.C.

550 S. Watters Road Suite 242, Allen, TX 75013 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2010-01-08
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2010-01-08

Branch Locations

550 S. Watters Road Suite 242, Allen, TX 75013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Dimensions Wealth Management, Llc Allen TX 11/2009 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-05
  • S63 Uniform Securities Agent State Law Examination
    1998-08-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CLEAR AND SIMPLE FINANCIAL GROUP LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

BILLY WORTH BRIGGS
Stephen H. Jones
JUDD WRIGHT KEARBY

Nearby Offices

CLEAR AND SIMPLE FINANCIAL GROUP LLC · Allen, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
WELLS FARGO CLEARING SERVICES, LLC · ALLEN, TX

More in Allen, TX

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