Patricia Dale, financial advisor Greensboro NC
93 score

Patricia Dale

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cone Health System Greensboro, NC Nov 2013 - Current 3
Charles Schwab Bank Greensboro, NC Oct 2013 - Current 3
Charles Schwab & Company, Inc. Greensboro, NC Oct 2013 - Current 3
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
Contact Info for Patricia C. Dale
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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