Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Andrew Alcorn is a financial advisor with LPL Financial LLC. Dale has been in the financial services industry since 1991 and has a Series 7, Series 63, and Series 66 license. Dale has been registered with LPL Financial LLC since April 2019, and previously worked with CUNA BROKERAGE SERVICES, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Dale is registered to provide investment advice in 16 states. Dale is also an insurance agent and has been selling fixed annuities since April 2019.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
04/08/2019 - Present
LPL Financial LLC (WOOD RIVER IL)
IL
10/16/1992 - 04/10/2019
CUNA BROKERAGE SERVICES, INC. (WOOD RIVER IL)
MN
04/22/1991 - 03/23/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1991 - 03/23/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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