Dale Heely is a registered investment advisor, based in Virginia Beach, VA, with 21 years of industry experience.
Location
948 Laskin Road, 3rd Floor, Virginia Beach, VA, 23451
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Truist Advisory Services, INC.
August 2024 - Present · 1 yr 9 mos
Truist Investment Services, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
December 2011 - August 2024 · 12 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2004 - August 2024 · 19 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.