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|Financial Advisors in Memphis, Tennessee|
|Financial Advisor||Office Location||Phone Number|
Edelman Financial Engines, LLC
6242 Poplar Avenue,
Memphis, TN 38119
Series 6, 7, 63, 65
Fee Based Only - No Commissions
6242 Poplar Avenue,
TN 38119 Phone Number (901) 7517272
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Received Bachelors Degree in Political Science and MBA in Finance from University of North Alabama. Coaches a travel baseball team of 9 year old's. Married to Courtney. They have two children: Will and Avery as well as a chocolate lab named Dixie. Dale enjoys sports as well as spending time with his children who play baseball, wrestle, sing and act.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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