Dale Welty, financial advisor Pensacola FL

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 Pensacola, FL and has over 21 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Arbordale Wealth Management, LLC Pensacola, FL Mar 2016 - Current 8
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: 844-949-4004
Registered State(s):
  • FL
Current Firm Details
Arbordale Wealth Management, LLC
Firm's CRD Number: 284086
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $94,183
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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