Dale Folsom (CRD# 5592589) is an Investment Advisor Representative working at Usaa Investment Services Company in Tampa, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Life Insurance Company | Tampa, FL | Dec 2020 - Current | 3 |
| Usaa Investment Services Company | Tampa, FL | Jan 2018 - Current | 6 |
| Usaa Financial Planning Services | Tampa, FL | Nov 2009 - Dec 2020 | 11 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Nov 2009 - Jun 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Other
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, WY
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