Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Aaron Gambell is an investment advisor representative with Vanguard Advisers, Inc. Dale has been in the financial industry since 2000 and has a Series 6, 7, 63, and 65 license. Dale's previous experience includes positions with USAA Investment Services Company, USAA Financial Advisors, Inc., Edward Jones, BANC ONE SECURITIES CORPORATION, and Vanguard Marketing Corporation. Dale's areas of specialization include retirement planning, college savings, estate planning, and insurance. Dale also provides financial planning and portfolio management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
05/03/2021 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
06/08/2020 - 03/10/2021
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
03/06/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/22/2004 - 01/31/2007
EDWARD JONES (MESA AZ)
IL
08/09/2000 - 07/23/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
PA
09/19/1996 - 05/07/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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