Jacob Dalton (CRD# 6761376) is an Investment Advisor Representative working at Prudential Financial Planning Services in Summerville, SC and has over 3 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Summerville, SC | May 2021 - Current | 2 |
| Pruco Securities, LLC | Summerville, SC | May 2021 - Current | 2 |
| Tactical Financial | Summerville, SC | Apr 2017 - Current | 7 |
| United States Army Reserve | Fort Benning, GA | Jun 2010 - Current | 13 |
| 360 Wealth Consultants, LLC | Roanoke, VA | Mar 2021 - Jun 2021 | < 1 |
| Cardinal Financial Services, LLC | Charleston, SC | May 2021 - May 2021 | < 1 |
| Massmutual South Carolina | Charleston, SC | Jun 2018 - Dec 2020 | 2 |
| Service Corporation International | Houston, TX | Sep 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
| S63 | Uniform Securities State Law Examination | May 2021 |
- SC
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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)
- 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, VT, WA, WI, WV, WY
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