Dale Walker, financial advisor Escondido CA

Dale Walker

CRD Number: 6304125
Current Firm: Financial Sense Advisors, Inc.

Dale Walker (CRD# 6304125) is an Investment Advisor Representative working at Financial Sense Advisors, Inc. in Escondido, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Sense Securities, Inc. San Diego, CA Oct 2019 - Current 2
Argo Duo San Diego, CA Jan 2008 - Current 13
Room To Room Ii San Diego, CA Jan 2007 - Current 14
Room To Room San Diego, CA Jan 2004 - Current 17
Farmers Financial Solutions San Diego, CA Mar 2014 - Sep 2019 5
Farmers Insurance San Diego, CA Jan 2014 - Sep 2019 5
Farmers Insurance San Diego, CA Jan 2014 - Mar 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Dale W. Walker
Phone Number: 858-487-3939
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $532,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA

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