Dale
Baldwin

Royal Alliance Associates, Inc

CRD#4311023
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Dale Baldwin is a financial advisor who works out of Missoula, Montana, with 36 years of financial industry experience. Baldwin works at Royal Alliance Associates, Inc. During their career, Baldwin has held roles at Homestead Orchards Inc, Securities America, Inc, Pacific West Securities, Inc, Symetra Investment Services, Inc, Signator Investors, Inc and Royal Alliance Associates, Inc. Baldwin maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Montana and Washington. Royal Alliance Associates, Inc is a firm headquartered in Missoula, Montana. The firm has offices in 952 locations and a total of 2,965 financial advisors. It administers $17 billion in total assets across its 75,586 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 90 charities and foundations. Of its 75,586 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. Royal Alliance Associates, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2419 Mullan Road Suite C
Missoula, MT 59808

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

MT Average: $10,121,009,343
Total Number of Employees

2,965

MT Average: 92
Total Number of Accounts

75,586

MT Average: 6,978
Average Account Size

$220,949

MT Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dale Baldwin Work History

Dale has 36 years of experience.

2018 - Present (3 years)

Royal Alliance Associates, Inc

1984 - Present (37 years)

Homestead Orchards Inc

2015 - 2018 (3 years)

Signator Investors, Inc

2012 - 2015 (3 years)

Symetra Investment Services, Inc

2010 - 2012 (2 years)

Pacific West Securities, Inc

2007 - 2010 (3 years)

Securities America, Inc

Disclosures

Dale Baldwin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jeffrey Susskind
Livingston, NJ
Annetta Box Taylor
Dallas, TX
James Smith
Pflugerville, TX
Andrew King
Charlotte, NC
Chad Fratto
Jersey City, NJ
Zachary Scott
Indianapolis, IN
Jarrod Mckee
Greenville, OH
Javier Fernandez
San Antonio, TX

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started