Dale BerryCRD Number: 1336262
Current Firm: Eagle Strategies LLC
Dale Berry (CRD# 1336262) is an Investment Advisor Representative working at Eagle Strategies LLC in Raleigh, NC and has over 32 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Eagle Strategies LLC||Alpharetta, GA||Apr 2011 - Current||6|
|New York Life Insurance Company||Scottsdale, AZ||Sep 2004 - Current||13|
|Nylife Securities Inc.||Scottsdale, AZ||Sep 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV