Dale Grubb is a registered investment advisor at Raymond James & Associates, INC., based in Sebring, FL, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
611 US Highway 27 S, Sebring, FL, 33870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is the CEO and owner of Grubb Ranch, involved in cattle ranching and growing hay since 2013. This takes about 10-20% of Dale's time, with minimal time spent during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations36 states
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