Dale Young
Dale Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 48 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5420 Lbj Freeway Ste 1940, Dallas, TX, 75240
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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 an independent insurance agent and CEO of multiple companies, including those involved in third-party administration, intermediary services, real estate, and executive training. He also sells fixed insurance, life insurance, health insurance, disability insurance, annuities, and long-term care insurance, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Sun Investment Services CompanyBroker
Guardian Investor Services CorporationBroker
Mony Sales, INC.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations2 states
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