Dayle Scheinman is a registered investment advisor, based in Grapevine, TX, with 22 years of industry experience.
Location
2451 W. Grapevine Mills Circle Suite 545, Grapevine, TX, 76051
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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
Dayle sells fixed insurance products with various companies since 2002, dedicating a few hours per week. Dayle is also the president/owner of Lone Star Financial Partners, Inc. (pass-through for fees and commissions) and Elevated Investment Partners, spending full-time hours providing financial services at the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
360 Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Investacorp, INC.Broker
Investacorp Advisory Services INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.