Richard Lance Alston
Investment adviser representative at New Dimensions Wealth Management, L.L.C.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- New Dimensions Wealth Management, L.L.C.Nov 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
New Dimensions Wealth Management, L.L.C.
$181.5MAssets managed
111Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070449
- Firm CRD
- 152136