Dale Veitch
Dale Veitch is a registered investment advisor at Lexington Financial/life Management, LLC, based in Nashville, TN, with 18 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 46 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lexington Investment Consulting charges a fee based on the value of your investments. This fee typically ranges from 0.20% to 2.00% per year, and may be negotiable. The fee is charged quarterly, in advance, though some legacy clients may be billed monthly. If you participate in SEI's wrap fee program, you will pay Lexington an advisory fee in addition to the investment management fee paid to SEI.
Location
1600 West End Ave., Suite 200, Nashville, TN, 37203
Get directionsHistory
Regulatory History (8)
Regulatory
May 2023Regulatory
July 2010Regulatory
March 2004Customer Dispute
June 2002Customer Dispute
September 2001Regulatory
October 2000Regulatory
January 2000Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Dale is a licensed insurance agent and may occasionally sell insurance products to clients, receiving commissions. Dale also manages Pure Acquisitions, LLC and Pure Acquisitions II, LLC, which have investments in other companies, including Lexington Financial Life Management, LLC, where he is a managing board member.
Employment History
Current Registrations
Lexington Financial/life Management, LLC
Previous Registrations
Securities Service Network, INC.Broker
Forth Financial Securities, CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.