Thomas Dale, financial advisor Jackson MS

Thomas Dale

CRD Number: 2586868
Current Firm: Ballew Advisors Inc.

Thomas Dale (CRD# 2586868) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Consilium Capital, LLC Jackson, MS Jan 2013 - Current 8
S B Holding Company, Inc. Jackson, MS Aug 2005 - Current 15
Bia, Inc. Jackson, MS Aug 2005 - Current 15
Ballew Advisors, Inc. Jackson, MS Aug 2005 - Current 15
Ballew Investments, Inc. Jackson, MS Aug 2005 - Current 15
Security Ballew, Inc. Jackson, MS Aug 2005 - Current 15
Independent Pension Solutions, LLC Jackson, MS Aug 2005 - Jan 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Thomas D. Dale
Phone Number: 601-368-3500
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    1,108
    ACCOUNTS
  • Average Account Value
    $670,851
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, GA, LA, MS, NC, OK, SC, TN, TX

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