Invested Better
Unclaimed

Unclaimed

Unclaimed

Dylan Stuart Hale

Prospera Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dylan? Claim Your Profile

About Dylan Stuart Hale

Dylan Hale is a financial advisor with Prospera Financial Services, Inc. Dylan is registered to provide investment advice in Alaska, Arkansas, California, Colorado, Louisiana, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Washington, and Wyoming. Dylan Hale has been in the industry since July 29, 2012. Dylan holds the Series 7, Series 66, Series 9, and Series 24 securities licenses. Dylan is a registered representative of Prospera Financial Services, Inc.

Firm Information

Dylan Hale is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Percentage of assets under review

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dylan Hale’s Registration & Firm History

TX

06/05/2020 - Present

Prospera Financial Services, Inc. (Odessa TX)

TX

07/30/2012 - 06/08/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ODESSA TX)

Not sure if Dylan Stuart Hale is right for you?

Licenses & Designations

BOTH

Issued 08/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2016

Series 24 - General Securities Principal Examination

BC

Issued 11/17/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Stuart Hale.
Not sure if Dylan Stuart Hale is right for you?