linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dale Allan Connors

Captrust

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dale? Claim Your Profile

About Dale Allan Connors

Dale Connors is a financial advisor at Captrust. Dale has been working in the financial services industry since 1986 and has a deep understanding of investment strategies. Dale is a Chartered Financial Analyst, a designation that reflects a commitment to professional excellence and a strong understanding of financial analysis. Dale holds Series 7, Series 6, and Series 22 licenses. Dale is currently registered with the state of Colorado and Texas and is a board member for the Principal Real Estate Debt Fund III.

Firm Information

Dale Connors is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dale Connors’s Registration & Firm History

CO

11/09/2021 - Present

Captrust (Greenwood Village CO)

NY

10/24/1997 - 01/12/1998

MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)

IA

06/24/1986 - 10/04/1988

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

Not sure if Dale Allan Connors is right for you?

Licenses & Designations

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/20/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dale Allan Connors.
Not sure if Dale Allan Connors is right for you?