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Director of Financial Planning · New Dimensions Wealth Management, L.L.C.

Tiffany N. Finney-Johnson

CRD 5602864 · Named on Form ADV at one SEC-registered adviser

At a glance

New Dimensions Wealth Management, L.L.C., an SEC-registered wealth manager based in Allen, TX with $182 million in regulatory assets, lists Tiffany N. Finney-Johnson on its Form ADV as Director of Financial Planning, a control person.

Firms and roles

AtlasMembers

Tiffany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard L. AlstonPresident and Chief Compliance Officer, New Dimensions Wealth Management, L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tiffany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.