Dale HandleyCRD Number: 6054853
Current Firm: Voya Financial Advisors, Inc.
Dale Handley (CRD# 6054853) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Mount Vernon, IA and has over 4 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Voya Financial Advisors||Coralville, IA||Sep 2014 - Current||2|
|Bridge Community Bank Invesment Services||Mt. Vernon, IA||Jul 2014 - Current||2|
|Siegel & Handley Rentals LLC||North Liberty, IA||Jan 2013 - Current||3|
|Business - Financial Strategies||Coralville, IA||Nov 2012 - Current||4|
|Business & Financial Strategies||Coralville, IA||May 2011 - Current||5|
|Anytime Fitness||North Liberty, IA||Feb 2011 - Oct 2014||3|
|Ing Financial Partners||Coralville, IA||May 2012 - Aug 2014||2|
|Coe College||Cedar Rapids, IA||Aug 2008 - May 2012||3|
|Culver's Landscaping||Marion, IA||May 2009 - Aug 2010||1|
|Advanced Cleaning Systems||Cedar Rapids, IA||May 2008 - Aug 2008||< 1|
|Alburnett High School||Alburnett, IA||Aug 2004 - May 2008||3|
|Marion Parks And Rec||Marion, IA||May 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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, VT, WA, WI, WV