Dale Malleck, financial advisor Lincoln NE
90 score

Dale Malleck

CRD Number: 6133133
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Dale Malleck (CRD# 6133133) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Lincoln, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Omaha, NE Jun 2015 - Current 1
Bancwest Investment Services Omaha, NE Jun 2015 - Current 1
Wells Fargo Advisors, LLC Omaha, NE Aug 2013 - May 2015 1
Capital Keystone Group Lincoln, NE Apr 2013 - Aug 2013 < 1
Principal Life Ins Co Nashville, TN Nov 2012 - Apr 2013 < 1
Princor Financial Services Corp Brentwood, TN Nov 2012 - Apr 2013 < 1
Capital Keystone Grp Waco, TX Mar 2012 - Nov 2012 < 1
National Agents Alliance Nashville, TN Feb 2011 - Mar 2012 1
Yogurt Oasis Nashville, TN Mar 2008 - Jan 2011 2
Army National Guard Smyrna, TN Jun 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Dale L. Malleck
Phone Number: 800-338-3919
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • 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, 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
90
Clean Record
This advisor has a clean track record with regulators.

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