Dale Mcmullen is a CFP-designated registered investment advisor at Financial Advantage, based in Highland Vlg, TX, with 24 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2012 Fm407, St 200E, Highland Vlg, TX, 75077-7193
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Regulatory History
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
Financial Advantage
Previous Registrations
Veravest Investment Advisors, INC.
State Registrations1 state
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