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Jack D Dale

Principal Advised Services

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About Jack D Dale

Jack Dale is a Registered Representative with Principal Advised Services in Fort Worth, Texas. Jack Dale also holds an investment advisor representative license (IAR) with Principal Advised Services, which allows Jack Dale to provide investment advice to participants in Principal's retirement plan. Jack Dale has experience in the financial services industry, having worked for several firms including TD Ameritrade, Uber Technologies Inc. and Charles Schwab & Co., Inc. Jack Dale is also the owner of Havendale Equities LLC, a real estate rental business. Jack Dale has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Jack Dale is registered with the state of Texas and the state of Iowa.

Firm Information

Jack Dale is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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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.

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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percentage of assets

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

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Jack Dale’s Registration & Firm History

TX

10/21/2024 - Present

Principal Advised Services (Fort Worth TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack D Dale.
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