Dale McCandlessCRD Number: 3005699
Current Firm: Signator Investors, Inc.
Dale McCandless (CRD# 3005699) is an Investment Advisor Representative working at Signator Investors, Inc. in Lehighton, PA and has over 20 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
Janney Montgomery Scott LLC
|Signator Investors, Inc.||Allentown, PA||Jan 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV