Houston, TX
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dean is a trustee for Lydia Patterson Institute, an IAR for Westpark Wealth Advisors, Inc. (taking about half his time), and the owner of Harvey Financial Strategies (full-time), where he offers planning, insurance, securities, and asset advisory services. He also works with Penn Mutual Life Insurance Company and HFS LLC.