Christopher D. Dale
Professional summary
Christopher David Dale, CFP®, who also goes by Chris Dale, is a registered financial advisor currently at LIFE AFTER GRIEF FINANCIAL PLANNING located in Orlando, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David Dale's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
August 2, 2017 - Present
LIFE AFTER GRIEF FINANCIAL PLANNING
August 25, 2016 - July 3, 2017
TRUIST ADVISORY SERVICES, INC.
July 19, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
July 18, 2013 - July 3, 2017
TRUIST INVESTMENT SERVICES, INC.
August 1, 2012 - June 20, 2013
BMO HARRIS FINANCIAL ADVISORS, INC.
July 29, 2009 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
July 25, 2003 - April 27, 2009
BANC OF AMERICA INVESTMENT 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
(8/2/2017)
Exams
Current Firm
LIFE AFTER GRIEF FINANCIAL PLANNING
CRD#: 288358 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 35,117,349 |
Red Flags
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