Dale AndersonCRD Number: 1378651
Current Firm: Securities America Advisors, Inc.
Dale Anderson (CRD# 1378651) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairport, NY and has over 32 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Securities America Advisors, Inc.||Victor, NY||Sep 2016 - Current||1|
|Securities America, Inc.||Victor, NY||Sep 2016 - Current||1|
|Anderson-van Horn Associates Inc.||Victor, NY||Apr 2001 - Current||16|
|Wall Street Financial Group, Inc.||Fairport, NY||Mar 1997 - Sep 2016||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 2004|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops