Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Gale is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. Dustin has over 15 years of experience in the financial services industry. Dustin has been registered as a financial advisor since 2007. Dustin is licensed in California, Florida, Illinois, New York, North Carolina, Rhode Island, and Texas. Dustin holds the Series 66, Series 7, and SIE licenses. Dustin specializes in financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/05/2022 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
01/03/2011 - 12/18/2014
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
05/08/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
12/14/2006 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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