Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Folsom is a financial advisor who has been in the industry since September 19, 2009. Dale is registered with USAA Investment Services Co., and has a license in Texas to provide investment advisory services. Dale also holds licenses in several states for insurance and financial planning. Prior to joining USAA Investment Services Co., Dale worked with USAA Financial Advisors, Inc. and Edward Jones.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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FL
04/16/2021 - Present
Usaa Investment Services Co. (Tampa FL)
FL
12/03/2009 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MO
10/30/2008 - 01/12/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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