Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Philips is a financial advisor with Advisor Share Wealth Management. Dale has been in the industry for over 20 years and holds the following licenses: Series 6, Series 7, Series 22, Series 24, Series 63, and Series 65. Dale has also earned the Certified Financial Planner designation. Dale offers a wide range of services to individuals and businesses, including financial planning, investment management, retirement planning, and college savings planning.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
WA
01/06/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
TX
08/08/2003 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR HILL TX)
NE
11/19/2002 - 05/29/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
10/03/1997 - 12/04/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
03/01/1983 - 09/23/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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