William Dale, financial advisor Orlando FL

William Dale

CRD Number: 5147173
Current Firm: Charles Schwab & Company, Inc.

William Dale (CRD# 5147173) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Orlando, FL Aug 2021 - Current 2
Charles Schwab Trust Bank Orlando, FL Aug 2021 - Current 2
Charles Schwab Premiere Bank Orlando, FL Aug 2021 - Current 2
Charles Schwab & Company, Inc. Orlando, FL Apr 2019 - Current 5
Suntrust Investment Services Inc. Atlanta, GA Mar 2018 - Feb 2019 < 1
Suntrust Advisory Services,inc. Atlanta, GA Mar 2018 - Feb 2019 < 1
Suntrust Bank Altamonte Springs, FL Feb 2018 - Feb 2019 1
Scottrade Winter Park, FL Jul 2016 - Feb 2018 1
Usaa Financial Planning Services Tampa, FL Feb 2015 - Jul 2016 1
Usaa Financial Advisors, Inc. Tampa, FL Feb 2015 - Jul 2016 1
Pnc Bank Allentown, PA Oct 2013 - Feb 2015 1
Pnc Investmenst LLC Pittsburgh, PA Oct 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for William L. Dale
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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, WY

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