Dale Aaron Gambell

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2007 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 02/2007 → 12/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 03/2021
  Usaa Investment Services Company
  Phoenix, AZ
• 12/2020 → 03/2021
  Usaa Life Insurance Company
  Phoenix, AZ
• 03/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-01-08 → 2021-03-10
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2007-04-02 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Mesa, AZ POSITION: LANDLORD/OWNER START DATE: 9/2016 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-21
• S63 Uniform Securities Agent State Law Examination
  2000-08-10

Other Names

• Dale Aaron Gambell
• Dale Gambell