Patricia DaleCRD Number: 4464709
Current Firm: Charles Schwab & Company, Inc.
Patricia Dale (CRD# 4464709) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greensboro, NC and has over 15 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Cone Health System||Greensboro, NC||Nov 2013 - Current||4|
|Charles Schwab Bank||Greensboro, NC||Oct 2013 - Current||4|
|Charles Schwab & Company, Inc.||Greensboro, NC||Oct 2013 - Current||4|
|Lincoln Financial Securities Corporation||Greensboro, NC||Sep 2013 - Oct 2013||< 1|
|Unemployed||Greensboro, NC||Feb 2012 - Sep 2013||1|
|Ameriprise Financial Services||High Point, NC||Dec 2009 - Feb 2012||2|
|Ubs Financial Services||Greensboro, NC||May 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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