Dale E. Wondisford
Professional summary
Dale Edward Wondisford, who also goes by Dale Wondisford, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Winter Park, Florida.
Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dale has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dale Edward Wondisford's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2023 - Present
GRADIENT ADVISORS, LLC
Office #1: 941 West Morse Blvd Suite 100, Winter Park, FL 32789April 6, 2015 - January 27, 2016
VIRTUE CAPITAL MANAGEMENT, LLC
February 4, 2013 - November 20, 2014
SECURIAN FINANCIAL SERVICES, INC.
July 13, 2012 - January 22, 2013
PRINCIPAL SECURITIES, INC.
Primary Firm SEC Registration
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/22/2023)
Exams
Current Firm
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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Company Information
GRADIENT ADVISORS, LLC
CRD#: 152665Winter Park, FL 32789TRUST BUT VERIFY
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