Dale Stover
Dale Stover is a registered investment advisor at Raymond James Investment Management, based in Germantown, TN, with 22 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Raymond James Investment Management (RJIM) manages investments through various strategies. Fees for the Carillon PRISM Quality Factor strategy range from 0.25% to 0.50% of the portfolio's value per year, calculated quarterly. RJIM also manages hedge funds and mutual funds, with fees detailed in their respective offering documents and prospectuses. RJIM employees may invest in the Carillon PRISM Quality Factor investment strategy at a discounted fee or without charge.
Location
Germantown, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is the president of his HOA, dedicating minimal time to it. He also chairs the board of a non-profit, does woodworking and designs/retails sporting equipment, and owns his personal home which he rents out for one week per year, each taking minimal time.
Employment History
Current Registrations
Raymond James Investment Management
Carillon Fund Distributors, INC.Broker
Carillon Fund Distributors, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Ftn Financial Securities CORPBroker
Primevest Financial Services, INC.Broker
Ftn Financial Securities CORPBroker
State Registrations2 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.