WILLIAM LEE DALE is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2019-04-10 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2018-03-19 | 2019-02-06 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-04-06 | 2017-12-21 | — |
| USAA FINANCIAL PLANNING SERVICES | 2015-03-25 | 2016-07-06 | — |
| PNC WEALTH MANAGEMENT | 2013-10-24 | 2015-02-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-09-13 | 2009-10-13 | — |