Dale H. Mcmullen
Professional summary
Dale Hubbard Mcmullen JR., CFP® is a registered financial advisor currently at FINANCIAL ADVANTAGE located in Highland Vlg, Texas.
Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Dale has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dale Hubbard Mcmullen JR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
October 7, 2003 - Present
FINANCIAL ADVANTAGE
Office #1: 2012 Fm407 St 200e, Highland Vlg, TX 75077-7193September 17, 2001 - November 4, 2003
VERAVEST INVESTMENT ADVISORS, INC.
August 1, 2001 - October 30, 2003
VERAVEST INVESTMENTS, INC.
December 17, 1999 - July 23, 2001
PROSPERA FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2003)
Exams
Current Firm
FINANCIAL ADVANTAGE
CRD#: 127273 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 22,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
