Dale Beshore, financial advisor Harrisburg PA
88 score

Dale Beshore

CRD Number: 6337036
Current Firm: Morgan Stanley

Dale Beshore (CRD# 6337036) is an Investment Advisor Representative working at Morgan Stanley in Harrisburg, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Harrisburg, PA May 2014 - Current 2
The Princeton Review Philadelphia, PA Jan 2011 - May 2014 3
Unemployed Harrisburg, PA May 2010 - Jan 2011 < 1
Gettysburg College Gettysburg, PA Aug 2006 - May 2010 3
Unemployed Harrisburg, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Dale D. Beshore
Phone Number: 914-225-5510
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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