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Dale Handley

13 Years of Experience
Coralville, IA
BrokerSells Insurance

Dale Handley is a registered investment advisor, based in Coralville, IA, with 13 years of industry experience.

Location

2229 E Grantview Lane, #1, Coralville, IA, 52241

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dale is involved in numerous business activities, including owning several DBAs and LLCs related to investments and real estate. Dale is also an independent insurance agent for various companies, dedicating about 10-20% of his time to this activity, and spends nearly full-time as a partner at Financial Integrators.

Employment History
Current Registrations
Cambridge Investment Research, INC.
May 2020 - Present · 6 yrs
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Voya Financial Advisors, INC.
August 2014 - May 2020 · 5 yrs 9 mos
Voya Financial Advisors, INC.Broker
July 2012 - May 2020 · 7 yrs 10 mos
State Registrations5 states
AZCOIANYSD
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Dale Handley - Financial Advisor | TrueAdvisor