Leonard Dean
Leonard Dean is a CFP-designated registered investment advisor at Dean Bennett Advisory Services INC., based in Roseville, CA, with 40 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
3017 Douglas Blvd., Suite 300, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1992Other Business ActivitiesSells Insurance
Leonard is the President of Dean Bennett Insurance & Financial Services, Inc., used as a DBA for insurance and financial services sales, and owns rental properties. He also serves as an arbitrator for FINRA dispute claims, dedicating a few hours per week to this role.
Employment History
Current Registrations
Dean Bennett Advisory Services INC.
Previous Registrations
Portsmouth Financial ServicesBroker
Portsmouth - Smartlife Financial Group, LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Mutual Benefit Financial Service CompanyBroker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.