25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dale sells fixed annuities and life insurance, and brokers life settlements, dedicating minimal time to each. He is also an investment adviser representative at Beacon Financial Advisory LLC, spending about 10-20% of his time on investment management, and an insurance agent at Beacon Financial Partners LLC, spending minimal time on life insurance sales.