Dale Welty
Dale Welty is a registered investment advisor at Arbordale Wealth Management, LLC, based in Pensacola, FL, with 23 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 24 clients with $5.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Pensacola, FL
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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 →Other Business ActivitiesSells Insurance
Dale is an independent insurance agent in Pensacola, FL, offering non-securities insurance products and services through unaffiliated issuers and agencies. This activity takes about 10% of Dale's time each month.
Employment History
Current Registrations
Arbordale Wealth Management, LLC
Previous Registrations
Woodstock Financial Group, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.