Dale Welty, financial advisor Canton GA
93 score

Dale Welty

CRD Number: 4456450
Current Firm: Arbordale Wealth Management, LLC

Dale Welty (CRD# 4456450) is an Investment Advisor Representative working at Arbordale Wealth Management, LLC in Canton, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Arbordale Wealth Management, LLC Canton, GA Mar 2016 - Current < 1
Woodstock Financial Group, Inc. Woodstock, GA Aug 2003 - Feb 2016 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Dale C. Welty
Phone Number: 678-494-4004
Registered State(s):
  • GA
Current Firm Details
Arbordale Wealth Management, LLC
Firm's CRD Number: 284086
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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