Dale Walker is a registered investment advisor, based in San Diego, CA, with 11 years of industry experience.
Location
San Diego, CA
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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 a 100% owner and agent at Dale Walker Insurance Agency, Inc. since 2015, dedicating a few hours per week. Dale also has interests in student housing and property management, and is a director for a junior golf association, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thepartners Wealth Management
Previous Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations10 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.