Dale Cloninger, financial advisor Ritzville WA
93 score

Dale Cloninger

CRD Number: 3173141
Current Firm: Investment Centers Of America, Inc.

Dale Cloninger (CRD# 3173141) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Ritzville, WA and has over 17 years of experience in the finance industry.

Company Name Location Dates Years
Investment Centers Of America Spokane, WA Mar 2013 - Current 3
Wheatland Bank Spokane, WA Mar 2013 - Current 3
Lpl Financial Charlotte, NC May 2011 - Mar 2013 1
Sterling Savings Bank Spokane, WA May 2011 - Mar 2013 1
Harbor Financial Services Spokane, WA Nov 2007 - May 2011 3
Fintegra, LLC Spokane, WA Nov 2007 - May 2011 3
Merrill Lynch Spokane, WA Oct 2002 - Nov 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Dale W. Cloninger
Phone Number: 866-275-4422
Registered State(s):
  • AZ
  • CA
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
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)
  • Educational seminars/workshops
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, RI, SC, SD, 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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