Dale Yeckley, financial advisor Export PA
93 score

Dale Yeckley

CRD Number: 1210146
Current Firm: Lincoln Financial Securities Corporation

Dale Yeckley (CRD# 1210146) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Export, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Export, PA Jul 2008 - Current 8
Jefferson Pilot Securities Corporation Export, PA Aug 2006 - Jun 2008 1
Nationwide Life Ins. Phila, PA Oct 1983 - Aug 2006 22
1717 Capital Management Company Philadelphia, PA Oct 1983 - Aug 2006 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Dale J. Yeckley
Phone Number: 800-258-3648
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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