Dale Workman, financial advisor Pelham NC
93 score

Dale Workman

CRD Number: 1271967
Current Firm: First American National Investment Advisors, LLC

Dale Workman (CRD# 1271967) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Pelham, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services, LLC Providence, NC Jun 2015 - Jan 2016 < 1
Incomestrategies.org Provdence, NC May 2015 - Jun 2015 < 1
Enrollment Advisor Providence, NC Oct 2011 - May 2015 3
Hbw Insurance & Financial Services, Inc. Mansfield, OH Jan 2000 - Oct 2011 11
Hbw Securities LLC Simi Valley, CA Jan 2006 - Dec 2010 4
Millennium Home Loans Las Vegas, NV Nov 2006 - Jul 2007 < 1
Lowes Home Improvement Mansfield, OH May 2006 - Nov 2006 < 1
Income Solutions, LLC Mansfield, OH May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2009
S63 Uniform Securities State Law Examination Jun 1984
Contact Info for Dale A. Workman
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, 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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