Dale Alimena, financial advisor Owasso OK
76 score

Dale Alimena

CRD Number: 6388886
Current Firm: Edward Jones

Dale Alimena (CRD# 6388886) is an Investment Advisor Representative working at Edward Jones in Owasso, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2014 - Current 2
Keller Williams Realty Premier Owasso, OK Sep 2013 - Current 3
Between Jobs Owasso, OK Jun 2013 - Aug 2013 < 1
Between Jobs Owasso, OK Jun 2013 - Aug 2013 < 1
City Of Tulsa Tulsa, OK Sep 2009 - May 2013 3
City Of Tulsa Tulsa, OK Sep 2009 - May 2013 3
Between Jobs Fort Smith, AR Jul 2009 - Aug 2009 < 1
Sebastian County Rswmd / Spmi Fort Smith, AR May 2006 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Dale J. Alimena
Phone Number: 314-515-2000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
76

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