Dale AikenCRD Number: 1260304
Current Firm: Precision Capital Management
Dale Aiken (CRD# 1260304) is an Investment Advisor Representative working at Precision Capital Management in Sandy, UT and has over 29 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Precision Capital Management||Sandy, UT||Aug 2015 - Current||1|
|Metlife Securities Inc.||Midvale, UT||Jul 1997 - Current||19|
|Metropolitan Life Insurance Company||Midvale, UT||Jul 1997 - Jul 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management251MILLIONS
Total Number of Accounts3,598ACCOUNTS
Average Account Value$69,659
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT