Edwin Dale has been in the financial industry since 1984 when he joined American Express Financial Services as a Registered Representative and later becoming Division Vice-President. He started his own independent firm in December of 1990.
Edwin’s professional practice focuses on investment management, retirement planning and the 401(k) market. He works hard to provide his clients with investments that help fit their personal situation. In the 401(k) market, he provides his clients an open architectural approach in both terms of plan design and investment selection. He differentiates himself by personal service in these markets.
Edwin has a degree from Henderson State University and has long been involved in financial planning of his own, as well as his clients. His knowledge in business comes from a background of owning and operating a John Deere dealership, a Ford Mercury dealership, an Exxon distributorship and a feed & garden company. This experience has enabled him to formulate strategies for both personal and business clients alike.
Edwin is an Investment Advisor Representative and Registered Representative of Royal Alliance Associates, Inc. He and his staff are experienced professionals with a “hands-on” approach to investment planning.