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Anthony Dale

6 Years of Experience
Hinesville,, GA
Broker

Anthony Dale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hinesville,, GA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

322 N. Main Street, Hinesville,, GA, 31313

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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 Activities

Anthony is an associate/employee at Matt Cardella Company LLC as a financial advisor, dedicating about a quarter of his time. He also works as a financial advisor at Your Real Plan Capital Group and YRP Capital Group, dedicating more than half his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
May 2020 - June 2023 · 3 yrs 1 mo
Edward JonesBroker
March 2020 - June 2023 · 3 yrs 3 mos
State Registrations15 states
AZCODCFLGAHIILMAMIMONCNMSCTXVA
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.
Anthony Dale - Financial Advisor | TrueAdvisor