Dean Alan Harvey
Investment adviser representative at Westpark Wealth Advisors, Inc.
25 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$254.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Calton & Associates, IncNov 2017 to now
- Westpark Wealth Advisors, Inc.Dec 2001 to now
- Ims Securities, Inc.Dec 2001 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 3 states (LA, SC, TX).
Westpark Wealth Advisors, Inc.
$254.3MAssets managed
776Clients
26Advisers
22 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
- 3076399
- Firm CRD
- 130914