Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Otis Leonard is a financial advisor with over 39 years of experience in the financial industry. He currently works at Castle Rock Wealth Management, LLC. Dean is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Dean is registered to provide investment advice in California, New York, and Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
CA
09/05/2023 - Present
Castle Rock Wealth Management, LLC (WALNUT CREEK CA)
CA
11/19/1989 - 09/06/2023
OSAIC WEALTH, INC. (WALNUT CREEK CA)
NA
06/23/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/27/1984 - 06/23/1988
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 01/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Leonard is the right advisor for you? Invested Better is here to help.
