DH
DH

Dale Hershman

1 Year of Experience
Boca Raton, FL

Dale Hershman is a registered investment advisor at Sick Advisory Services, based in Boca Raton, FL, with 1 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$300/hr
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Location

290 W Palmetto Park Rd, Suite 505, Boca Raton, FL, 33432

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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

Dale is the principal of Sick Economics Media, Inc., a financial publishing company for websites and books. This takes a few hours per week.

Employment History
Current Registrations
Sick Advisory Services
May 2024 - Present · 2 yrs
State Registrations1 state
FL
Advisor

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 Hershman - Financial Advisor | TrueAdvisor