Dale
Foard
Wpg Financial Group, LLC
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About this Advisor
Dale Foard is a financial advisor based in Baltimore, Maryland, working with Wpg Financial Group, LLC. Dale has previously held positions at Piper Jaffray & Co, Cfg Capital Markets, United Planners' Financial Services Of America A Limited Partner, and Wpg Financial. Dale has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Dale is part of Wpg Financial Group, LLC, which operates out of Baltimore, Maryland. The firm has 6 employees and manages assets totaling $301.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wpg Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wpg Financial Group, LLC Brokerage Details
$301,238,656
6
1,008
$298,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Dale Foard Work History
Wpg Financial
United Planners' Financial Services Of America A Limited Partner
Cfg Capital Markets
Piper Jaffray & Co
Disclosures
Please visit the SEC profile of Dale Foard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wpg Financial Group, LLC
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
