H Dale Goembel (CRD# 4491988) is an Investment Advisor Representative working at Archer Investment Corporation in Longwood, FL and has over 22 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Corp | Carmel, IN | Dec 2020 - Current | 3 |
| H Dale Goembel, Cpa, Pa | Longwood, FL | Jul 2008 - Current | 15 |
| Avantax Investment Services, Inc. | Longwood, FL | Jun 2014 - Dec 2020 | 6 |
| Lpl Financial LLC | Lake Mary, FL | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- FL
-
Total Assets Under Management749MILLIONS
-
Total Number of Accounts3,810ACCOUNTS
-
Average Account Value$196,642
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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