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Richard Wayne Dean

Contemporary Planning Alternatives

Camarillo, CA

CRD 2530991

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Employer firm

Contemporary Planning Alternatives CRD 126834

$30.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Contemporary Planning Alternatives

Camarillo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-27
  • CA RA
    APPROVED
    Since 2026-04-27

Branch Locations

Camarillo, CA • 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
Contemporary Planning Alternatives Camarillo CA 07/1996 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-09-29
  • S63 Uniform Securities Agent State Law Examination
    1994-09-29
Other Names
  • Richard W Dean

View on SEC IAPD

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