Dale Maley, financial advisor Fairbury IL

Dale Maley

CRD Number: 5111491
Current Firm: Maley Financial Planning

Dale Maley (CRD# 5111491) is an Investment Advisor Representative working at Maley Financial Planning in Fairbury, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Caterpillar Inc. Pontiac, IL Oct 1979 - Current 44
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Dale C. Maley
Phone Number: 815-692-6633
Registered State(s):
  • IL
Current Firm Details
Maley Financial Planning
Firm's CRD Number: 139272
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $500,000
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

IL

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