Dean
Harvey
Westpark Wealth Advisors, Inc
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About this Advisor
Dean Harvey is a financial advisor based in Houston, Texas, working with Westpark Wealth Advisors, Inc. Dean has previously held positions at Ims Securities, Inc, Westpark Wealth Advisors, Inc, and Calton & Associates, Inc. Dean has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, Louisiana, South Carolina, and Texas. Currently, Dean is part of Westpark Wealth Advisors, Inc, which operates out of Houston, Texas. The firm has 10 offices and 31 employees. The firm manages assets totaling $274.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westpark Wealth Advisors, Inc Brokerage Details
$274,413,527
31
942
$291,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dean Harvey Work History
Calton & Associates, Inc
Westpark Wealth Advisors, Inc
Ims Securities, Inc
Disclosures
Please visit the SEC profile of Dean Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westpark Wealth Advisors, Inc
Baton Rouge, LA
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Bellaire, TX
Sugar Land, TX
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