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Dale William Walker

Thepartners Wealth Management

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About Dale William Walker

Dale Walker is a financial advisor at Thepartners Wealth Management. Dale has been in the financial services industry since 2014 and is registered in California and Texas. Dale holds the Series 6, Series 63 and Series 65 licenses, and the SIE. Dale also has a background in insurance and real estate. Dale can provide financial planning services, select other advisors, and manage portfolios for individuals and other clients.

Firm Information

Dale Walker is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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.

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fixed fees

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

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percentage of assets

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

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Dale Walker’s Registration & Firm History

CA

04/12/2023 - Present

Thepartners Wealth Management (SAN DIEGO CA)

CA

10/01/2019 - 03/31/2023

FINANCIAL SENSE SECURITIES, INC. (SAN DIEGO CA)

CA

12/11/2014 - 09/30/2019

FARMERS FINANCIAL SOLUTIONS, LLC (San Diego CA)

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Licenses & Designations

IA

Issued 12/16/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dale William Walker.
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