Dale WalkerCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management562MILLIONS
Total Number of Accounts1,056ACCOUNTS
Average Account Value$532,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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