Dale Peterson (CRD# 1012497) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sidney, OH and has over 29 years of experience in the finance industry.
CRD# 5441376
Park Avenue Securities LLC
CRD# 2714045
J.p. Morgan Securities LLC
CRD# 4482317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2019 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2019 - Current | 4 |
| Dale Peterson & Associates Inc. | Sidney, OH | Jan 1990 - Current | 34 |
| H. Beck, Inc. | Rockville, MD | May 2008 - Sep 2019 | 11 |
| Aig American General Life Insurance Company | Sidney, OH | Oct 2002 - Sep 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
- OH
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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