DW
DW

Dale William Walker

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

San Diego, CA

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History

Regulatory History
Clean regulatory record

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.

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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
August 2023 - Present · 2 yrs 6 mos
Thepartners Wealth Management
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Financial Sense Advisors, INC.
December 2019 - March 2023 · 3 yrs 3 mos
Financial Sense Securities, INC.Broker
October 2019 - March 2023 · 3 yrs 5 mos
Farmers Financial Solutions, LLCBroker
December 2014 - September 2019 · 4 yrs 9 mos
State Registrations10 states
CACOCTMDNVNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dale William Walker - Financial Advisor | TrueAdvisor