Dale Veitch, financial advisor Nashville TN

Dale Veitch

CRD Number: 2412265
Current Firm: Lexington Investment Consulting, LLC

Dale Veitch (CRD# 2412265) is an Investment Advisor Representative working at Lexington Investment Consulting, LLC in Nashville, TN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lexington Investment Consulting, LLC Daytona Beach, FL Aug 2010 - Current 12
Lexington Family Office Services, LLC Daytona Beach, FL Nov 2005 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dale E. Veitch
Phone Number: 615-492-1011
Registered State(s):
  • FL
  • NC
  • TN
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $591,012
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, NC, TN

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