Dale AndersonCRD Number: 1362249
Current Firm: Cambridge Investment Research Advisors, Inc.
Dale Anderson (CRD# 1362249) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakewood, CO and has over 24 years of experience in the finance industry. Dale Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2009 - Current||13|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2009 - Current||13|
|Dale L Anderson||Golden, CO||Apr 1985 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, 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, WY
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