Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darle? Claim Your ProfileDarle Lester Dudley is a financial advisor with over 19 years of experience in the industry. Darle is currently registered with Osaic Wealth, Inc. in Lake Oswego, OR. Prior to joining Osaic Wealth, Inc., Darle worked at Sagepoint Financial, Inc. and LPL Financial LLC. Darle is a Series 6, 7, 24, and 63 licensed professional. Darle Dudley specializes in working with individuals, families, and small businesses.
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.
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
OR
09/01/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
09/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/14/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
08/05/2016 - 02/14/2018
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
10/31/2005 - 08/11/2016
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
AZ
08/05/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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