Dale BanwartCRD Number: 2976084
Current Firm: Raymond James Financial Services Advisors, Inc.
Dale Banwart (CRD# 2976084) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morton, IL and has over 19 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Raymond James Financial Services Advisors Inc.||Morton, IL||Jan 2012 - Current||5|
|Quality Swine||Wolcott, IN||Dec 2011 - Current||5|
|Sand Ridge||Wolcott, IN||Dec 2011 - Current||5|
|Dale Banwart Farm||Wolcott, IN||Dec 2011 - Current||5|
|Bb Partnership||Morton, IL||Dec 2011 - Current||5|
|Raymond James Financial Services, Inc.||Morton, IL||Oct 2011 - Current||5|
|Good News Financial Inc.||Morton, IL||Jan 2011 - Current||6|
|Homeway Homes||Deer Creek, IL||Aug 2007 - Oct 2011||4|
|Lighthouse Automotive||Morton, IL||Nov 2005 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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, 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