Francis D'alia (CRD# 5954274) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 8 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Austin, TX | Aug 2021 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Nov 2019 - Jul 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jul 2019 - Oct 2019 | < 1 |
| Fran's Pro Photo, LLC | Morristown, NJ | Jul 2017 - Jun 2019 | 1 |
| Coldwell Banker | Short Hills, NJ | Jan 2019 - Mar 2019 | < 1 |
| Bold New York | New York, NY | Nov 2018 - Jan 2019 | < 1 |
| Adorama | New York, NY | Aug 2017 - Oct 2018 | 1 |
| Make It Nice Group | New York, NY | Oct 2017 - Nov 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Dec 2015 - Jul 2017 | 1 |
| Morgan Stanley | Morristown, NJ | Mar 2015 - Dec 2015 | < 1 |
| Wells Fargo Advisors, LLC | Rockaway, NJ | Oct 2014 - Feb 2015 | < 1 |
| Gargiulo Produce | Hillside, NJ | Feb 2014 - Oct 2014 | < 1 |
| Unemployed | Morristown, NJ | Oct 2013 - Feb 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- TX
-
Total Assets Under Management652,742MILLIONS
-
Total Number of Accounts818ACCOUNTS
-
Average Account Value$797,973,070
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.