Dale Darr, financial advisor Saint Petersburg FL
89 score

Dale Darr

CRD Number: 6186291
Current Firm: Wells Fargo Advisors, LLC

Dale Darr (CRD# 6186291) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Petersburg, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Saint Petersburg, FL May 2016 - Current < 1
Wells Fargo Advisors LLC Saint Petersburg, FL May 2016 - Current < 1
Bbtis Oldsmar, FL Jun 2015 - May 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney Temple Terrace, FL Mar 2013 - May 2015 2
E-telequote Insurance Clearwater, FL Jan 2013 - Feb 2013 < 1
Florida Marketing Organization Tampa, FL Sep 2012 - Jan 2013 < 1
Humana Tampa, FL Jul 2010 - Sep 2012 2
Imagesource Pinellas Park, FL Aug 2007 - May 2010 2
University Of Florida Gainesville, FL Jul 2002 - Aug 2007 5
Pizza Hut Gainesville, FL Jun 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Dale E. Darr
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
89
Clean Record
This advisor has a clean track record with regulators.

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