Dale Robert Mccandless

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → 11/2018
  Signator Investors, Inc.
  Allentown, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Lehighton, PA

Previous Registrations

• 2014-02-04 → 2018-11-02
  Signator Investors, Inc.
  Allentown, PA
  Allentown, PA
  Lehighton, PA

Other Businesses

1. NEXT STEP FINANCIAL SOLUTIONS POSITION: President & CEO NATURE: APPROPRIATE BUSINESS TYPE - LLC,C-CORP, S-CORP,PARTNERSHIP, SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/16/2016 ADDRESS: 701 Bridge Street, Suite 205, Lehighton PA 18235, United States DESCRIPTION: Sale/marketing of securities and insurance products 2. NEXT STEP FINANCIAL SOLUTIONS - INSURANCE BROKER POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/05/1998 ADDRESS: 701 Bridge Street, Suite 205, Lehighton PA 18235, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-31
• S63 Uniform Securities Agent State Law Examination
  1998-02-18

Other Names

• Dale R Mccandless