Dale Ash, financial advisor Palm Beach Gardens FL
93 score

Dale Ash

CRD Number: 4437646
Current Firm: Wells Fargo Advisors, LLC

Dale Ash (CRD# 4437646) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC West Palm Beach, FL Jun 2014 - Current 2
Rbc Capital Markets Corporation Palm Beach Gardens, FL Mar 2008 - Jun 2014 6
Rbc Dain Rauscher Palm Beach Gardens, FL Sep 2007 - Mar 2008 < 1
Ubs Financial Services Inc. Palm Beach Gdns, FL Jun 2006 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Dale A. Ash
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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