Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Clayton Farmer is an investment advisor representative at Arkadios Wealth Advisors in Jacksonville, Florida. Dale has over 40 years of experience in the financial services industry, and has worked at several firms throughout his career. Dale has a Series 3, 7, and 63, and has passed the SIE and Series 65 exams. He specializes in providing financial planning and portfolio management services to individuals and corporations. Dale is registered with the state of Florida and 9 other states.
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.
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.
1
2
FL
05/15/2018 - Present
Arkadios Wealth Advisors (Jacksonville FL)
FL
10/18/2011 - 05/07/2018
TRIAD ADVISORS LLC (JACKSONVILLE FL)
FL
09/08/2003 - 10/21/2011
INVEST FINANCIAL CORPORATION (JACKSONVILLE FL)
CA
09/09/1997 - 09/09/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
07/31/1993 - 09/17/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/26/1979 - 03/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/04/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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