Dylan
Hale
Prospera Financial Services, Inc
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About this Advisor
Dylan Hale is a financial advisor working out of Odessa, Texas, with a total of 3 years of relevant experience. Hale is an advisor for Prospera Financial Services, Inc. Throughout their career, Hale has worked at Wells Fargo Advisors Financial Network, LLC and Prospera Financial Services. Hale maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Dakota and Texas. Prospera Financial Services, Inc is an advisory business based in Dallas, TX. It has offices in 105 locations and a total of 242 people on staff. It has $6 billion in assets across its 18,852 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 76 charitable organizations. Of its 18,852 client accounts, 34% belong to high-net-worth clients who have at least $1 million in assets. Prospera Financial Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on the type of services. However, fees charged by Prospera Financial Services, Inc can include some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$5,921,456,412
242
18,852
$314,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Dylan Hale Work History
Dylan has been registered as a financial advisor for 3 years.*
Prospera Financial Services
Wells Fargo Advisors Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dylan Hale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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