Dale WorkmanCRD 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.
Triad Financial Advisors, Inc.
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management78MILLIONS
Total Number of Accounts1,420ACCOUNTS
Average Account Value$54,924
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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