Kenny Dale
Kenny Dale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norfolk, VA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 W. Main Street, Norfolk, VA, 23510
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Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Kenny serves as a co-trustee for the Boleyn B Dale Inheritance Trust II, investing funds and processing distributions, and as a director for The Warfield Foundation, Inc., a charitable trust. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Painewebber IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.